Many firms tell us
Other onboarding approaches look good on paper, but:
- New client sign-ups take too long
- Compliance checks feel complicated and inconsistent
- Systems do not adapt to their workflow
- Data is duplicated, creating errors and wasted time
Onboarder handles everything from Letters of
Engagement and AML checks through to client onboarding,
offering you greater flexibility to get the job done.
Our simple solution*
Onboarder removes the hassle with an end-to-end onboarding experience
that adapts to you and gives you all the information in one place.
One centralised platform
Track every client’s journey in one place
Automated engagement letters & renewals
No more chasing paperwork
Scalable pricing
Start small, add users as you grow
Built-in AML & KYC checks
Stay compliant without extra admin
Plans that fit your firm 
Built for serious
onboarders
Most small firms find that existing tools are too rigid and
you are not able to shape them to your own process.
With Onboarder you can:
- Add bespoke questions that match your exact workflow
- Tailor every step of onboarding without workarounds
- Keep everything compliant, fast and consistent
More cost-effective than the big platforms
Onboarder starts at only £20 a month and delivers the full onboarding journey
end to end, giving you the freedom to pair it with any proposal tool you prefer.
Why accountancy firms choose Onboarder
Here are some of the reasons many accountancy firms love our tools:
- Keep compliance simple and stress free
- Remove the rigidity of other platforms
- Scale your onboarding instantly
- Connect with leading AML solutions
- Save hours of admin per client
- Give clients a smooth first impression of your firm
Stop relying on outdated onboarding methods that are disjointed and slow your team down.
Onboarder gives you a faster, more flexible way to get clients up and running.
You only pay for what you need and can adjust your plan as your firm grows.