New clients set up without the paper chase
Guide new clients through forms, document requests and checklists online, so they start quickly and nothing is missed.
$57.60 per user / year
What Digital Onboarding does
Checklists
Onboarding steps per service, tracked to completion.
Online forms
Collect details once and reuse them everywhere.
Document requests
Secure uploads instead of email attachments.
Automatic reminders
Nudges for missing items.
Welcome sequence
A friendly first week of messages.
Progress view
See which new clients are stuck.
Where firms get value first
- Collect tax documents early
- Onboard monthly bookkeeping clients
- Set up new policyholders smoothly
Firms that use Digital Onboarding
Questions about Digital Onboarding
When will Digital Onboarding be available?
Digital Onboarding is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$57.60 per user per year ($4.80 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.