Focus on what matters with effortless & affordable Engagements, Payments & Onboarding
Less admin, more time for what you love doing. Everything you need in one simple platform.
- Effortless engagement letters
- Automated client onboarding that saves hours
- Integrates with the systems that your firm already uses
Platform Features
Client Onboarding & ID Verification
Whether it’s 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.
Identity Verification
OnboardMe has partnered with Stripe to embed bank-level identity checks directly into your onboarding flow, using the same technology that verifies millions of users worldwide. Meets the stringent Australian Tax Office (ATO) and Tax Practitioners Board (TPB) requirements with real-time results inside OnboardMe.
Ethical Letter (No Professional Objection)
Automate your ethical letter process by simplifying letter creation. The prior accountant can upload documents securely and will receive follow-up reminders automatically.
Document Collection
Gathering documents from new clients or previous accountants is effortless with OnboardMe’s built-in document request feature, included in both onboarding and ethical letter workflows.
Make it your own
Tailor onboarding, engagement, and ethical letters to showcase your brand with personalised logos and custom button colours.
Take a live tour of what your clients engagement and onboarding experience will look like
Live Demo
OnboardMe +
Pinch Payments
An Integration built for Real Service Businesses
Onboarding a new client should feel like a win, not a whirlwind of admin. That’s why OnboardMe has partnered with Pinch Payments to combine engagement creation, automated billing, and secure payment collection into a single, powerful flow. This integration is designed for how real businesses work – efficiently, professionally, and with cash-flow in mind.
What This Integration Delivers
- Integrated Payment Capture – credit card & bank debit in one flow
- Get Paid On Acceptance – turn proposal sign-off into instant payment
- Auto-Reconciliation straight into your accounting software
- Recurring & Upfront Billing – payment plans, split invoices, or bill in full
- Branded Client Experience – your logo, colours & terms with a secure interface
- Smart Automation – real-time updates and flexible follow-ups for missed payments
Our partnership with Pinch delivers bank-level security, best-in-class rates, and instant reconciliation straight into OnboardMe.
Integrations
Connect OnboardMe with the practice systems you already use.
Xero Practice Manager
Sync clients and jobs automatically to keep your data aligned.
Xero Accounting
Create Contacts and push invoices and payments straight from OnboardMe and Pinch Payments.
MYOB Practice Management
Sync Clients, Tasks and Billing between MYOB Practice Management and OnboardMe.
Annature
Use Annature ID Verification with OnboardMe.
GreatSoft
Sync Clients, Tasks and Billing between GreatSoft and OnboardMe.
Kloud Connect
Sync Clients, Billings and Payments between Kloud Connect and OnboardMe.
LodgeiT
Export clients to LodgeiT from OnboardMe.
FYI
Sync Clients, Billings and autofile documents between OnboardMe and FYI.
Karbon
Sync Clients, Billings, Documents and Payments between Karbon and OnboardMe.
Microsoft 365
Single Sign On and send emails using your business domain.
QuickBooks
Two-way sync of client information and automated invoice creation.
MYOB Business / AccountRight Live
Two-way sync of client information.
Stuck in a contract with another provider?
We get how frustrating that can be, especially when you've just found something better.
That's why we'll get you going with an OnboardMe starter plan, completely free, for the remainder of your current term.
Reach out today and we'll be happy to work with you to provide a smooth transition.
Pricing Plans
All prices exclude GST
What is a request? A request is an Engagement, Client Onboarding or Ethical Letter sent from OnboardMe.
Note: Each onboarding request allows for up to 5 entities.
Setup assistance
Need help getting started? Choose a setup plan when purchasing a subscription and let our team guide you through onboarding and configuration.
Need a custom plan tailored to your specific needs?
Contact UsTransaction Charges
Credit Card (Visa/Mastercard): 1.95% + A$0.30 per transaction.
Direct Debit: 1% per transaction. (Max $5.00)
Get in Touch & Stay Updated
Ready to streamline your client onboarding process? We're here to help you get started and keep you informed.