A professional portal that helps you collect documents, track progress, and manage new clients effortlessly. Perfect for accountants, bookkeepers, and professional service firms.
Powerful features designed to make client onboarding simple and professional
Branded portal where clients can log in, upload documents, and complete their onboarding checklist at their own pace.
Create customizable onboarding checklists tailored to your business requirements. Mark items as required or optional.
Securely collect and store client documents. Supports PDF, Word, Excel, and image files up to 10MB.
Visual progress bars show completion status at a glance. Know exactly where each client stands.
Built-in messaging allows you to communicate with clients directly within the platform.
Powerful admin panel to manage clients, verify documents, and track overall onboarding progress.
Get up and running in minutes with our simple setup process
We install and configure the system on your domain with your branding
Create client accounts and send them their login credentials
Clients log in, upload documents, and complete their checklist
Review submissions, verify documents, and complete the onboarding
A quick look at the client and admin interfaces
One price, everything included
Everything you need
Optional add-on
Trusted by businesses across South Africa
"This system has transformed how we onboard new clients. What used to take weeks now takes days. Highly recommended!"
"The client portal is so professional. Our clients love being able to upload documents at their convenience. Great investment!"
"Setup was quick and the support team was fantastic. The system paid for itself within the first month of use."
Join businesses across South Africa who have simplified their client onboarding process
Have questions? We'd love to hear from you.
Monday - Friday: 8:00 AM - 5:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed