Engagements, Payments & Client Onboarding for Professional Services firms.
Struggling with complex client onboarding, scattered approvals, and payment delays? OnboardMe takes the hassle out of it all with simple forms, intuitive engagement workflows, built-in ethical clearances, and secure, timely payments—all in one effortless, integrated solution.
- Consumption based banded pricing
- Integration to Practice Management Systems
- Built with ease of use in mind
Platform Features
Client Onboarding
Whether its an individual or a large family group, simple and intuitive forms guide clients through the onboarding and verification process.
Engagements
Streamline your engagement creation and approval process with our intuitive tools, ensuring full compliance and enhanced communication with your clients.
Payments
Experience secure, timely payment processing with multiple payment options, ensuring a smooth transaction every time.
Ethical Clearance (No Professional Objection)
Automate your ethical clearance process by simplifying letter creation. The prior accountant can upload documents securely and will receive follow-up reminders automatically.
Security made simple
Mandatory SMS-based two-factor authentication secures client onboarding, while platform users benefit from Single Sign-On and authenticator app-based 2FA, to protect sensitive data at all times.
Make it your own
Tailor the onboarding, engagement, and ethical clearance experience, to showcase your brand with personalized logos and custom button colors.
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Sign Up NowOur Pricing Plans
All prices exclude GST
What is a request? A request is an Engagement, Client Onboarding or Ethical Clearance sent from OnboardMe.
Need a custom plan tailored to your specific needs?
Contact UsTransaction Charges
Australia
Credit Card (Visa/Mastercard): 1.95% + A$0.30 per transaction.
Direct Debit: 1.25% per transaction.