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OnboardMe

One platform covering leads, proposals, onboarding, compliance, and debtor management.

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OnboardMe is a client lifecycle platform for professional services firms that connects leads, proposals, onboarding, compliance, billing and debtor management in one place while working alongside existing practice systems. It addresses the fragmented workflow of managing prospects, engagement documents, client information, identity checks and outstanding invoices across separate tools.

Its modules include Leads & Deals, Proposals, Onboarding, eForms, Identity & AML/PEP checks, Professional Clearances, Checklists, Bills & Payments, Debtor Management and Client Subscriptions. It integrates with Xero Practice Manager, Xero, FYI, Karbon, MYOB, GreatSoft, QuickBooks, FreeAgent, Kloud Connect, BGL, Stripe, Pinch Payments, Annature, LodgeiT, Microsoft 365 and Zapier, with an Open API for custom workflows. Identity verification, AML screening and PEP checks run within proposals and onboarding, with evidence retained on the client record.

OnboardMe is aimed at accountants, bookkeepers, service-based businesses and agencies. Pricing is usage-based, with plans tiered by monthly request volume and annual billing available. A 30-day free trial with access to all system features is offered without requiring a credit card.

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