 If you’re an accountant or bookkeeper, you know the real challenge goes far beyond just crunching numbers. The hard part is managing clients, chasing payments, and keeping everything running smoothly behind the scenes. From onboarding new clients to handling invoices and maintaining compliance with regulatory requirements, these tasks often take up more time than the actual work you get paid to do. That’s where OnboardMe comes in. OnboardMe is designed specifically for accounting and bookkeeping professionals. It’s an all-in-one platform that simplifies and automates the most time-consuming parts of onboarding, so firms can focus more on delivering value and less on the engagement and onboarding headaches. Whether for solo practitioners or larger firms, OnboardMe provides tools to get engagements accepted, onboard clients with ease, collect payments faster, and remove double data entry into practice management systems. With integrations into Xero Accounting, Xero Practice Manager, MYOB Practice Management, Annature, FYI and more, OnboardMe helps remove the friction from the onboarding workflow. KEY FEATURESEffortless Engagement LettersOnboardMe allows firms to create, send, and manage professional service engagements in just a few clicks. Users can choose from customisable templates or build their own, ensuring every engagement is clearly defined, compliant and branded. Pricing models such as fixed, hourly or ranged can be tailored to the firm’s needs. Seamless Client OnboardingGetting new clients up and running is made straightforward with an intuitive, guided process covering Data Collection, ID Verification and Document Collection for one or multiple entities. Built-in automation and reminders mean firms no longer need to worry about manually capturing client data. Professional Ethical LettersEthical letters are often a pain point with little response and manual follow-up. OnboardMe streamlines this process by providing a simple, secure interface for previous accountants to respond and upload documents. This reduces reliance on email and ensures sensitive information is handled securely. Custom Templates and Branded Experiences Brand matters, and OnboardMe recognises this. Firms can fully customise templates, documents and client portals to reflect their own logo and colours. Brand customisation is included in all pricing tiers. PaymentsThrough a partnership with Pinch Payments, OnboardMe enables integrated payment processing. Firms can set up one-off or recurring billing directly from the platform with direct debit or credit card options. This reduces the time spent chasing payments and eliminates the need to switch between systems for billing and collections. Bonus Features That Make a DifferenceOnboardMe goes beyond the basics with features like checklists, which keep teams accountable with clear, personalised to-do lists for onboarding and ongoing tasks. All firms, regardless of size, have access to the full feature set without tiered pricing restrictions. Pricing is based on client requests sent, not locked features. The platform is also continually expanding its integration partners to further reduce duplication and improve workflow efficiency.
Whether the goal is to reduce admin, improve client communication or simply get paid faster, OnboardMe is built to support the way accountants and bookkeepers work. A huge thanks to our friends at OnboardMe, Co-Founders Lee Williams and Candice Clapham, for providing us with this article and sharing their insights. Want to learn more? Don't hesitate to reach out to us or directly to the team at OnboardMe for a 30-Day free trial. Comments are closed.
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AuthorClarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable. Archives
November 2025
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