Onboardme has been a game-changer, particularly with the new AML rules which are all handled within the one platform. Lee has been amazing to work with, suggested improvements are often rolled out in a matter of hours, further improving an already great product. It is also very cost effective compared to other products in the market. Highly recommend.

We've had a great experience with OnboardMe! The platform is user-friendly, efficient, and has made our client onboarding process much smoother and more streamlined. It has helped us save time and improve our workflow. The support team has also been fantastic—responsive, helpful, and always willing to assist. Highly recommend OnboardMe to other accounting firms looking to simplify their onboarding process!

I was part of the beta group of OnBoard Me as I was looking for a solution that was suitable for the size of my practice but with the availability to grow with us. Lee and team are really helpful and open to feedback. I also appreciate their work in the AML/CTF space which has saved us having to add another app to our almost full tech stack. The platform is a flatter learning curve and I have founds clients are more receptive to it as well.

Love this product, it has made the onboarding process a lot simpler now that we can do all of it in one platform. Love how responsive the support team are and how they listen/feedback on new ideas. highly recommend

Love this product! So much simplier to have engagement letter, collective client onboarding information and ID checks all in one place. They are continually adding new features and help take care of our AML/KYC as well. The team is really responsive for support as well as feedback on new features.

Highly recommend OnboardMe has solved engagements, collecting client sensitive data when bringing onboard as well as being able to send clients forms to upload documents. As well as taking care of AML/KYC. The team are working on improvements to the product all the time.