ClientOnboard gives your team a structured, trackable workflow for every new client — from first contact to signed agreement and first billing. No spreadsheets. No dropped tasks.
No credit card required on the Starter plan · Cancel any time
A structured, phase-based workflow every team member follows — so nothing is ever missed.
Create the client record — company name, engagement type, allocated team member, and all contact details.
Click “Start Onboarding” — the system clones your full task checklist and assigns each task to the correct team role automatically.
Team members complete tasks, add comments, capture required information, and reject tasks back to the right step if something needs fixing.
Quote, proposal, agreement signing, compliance documentation, system setup and more — a complete onboarding checklist pre-loaded and ready from day one. Fully customisable to your process.
Tasks are assigned to Admin, Accountant, or Staff roles. Each team member sees exactly what is theirs. No task confusion, no duplication of effort.
Every task completion, comment, rejection, or input change sends a notification to the right person. Click the notification to go straight to that task.
Every action is logged — who did what, when, and why. Task rejections include reasons. The history timeline shows the complete picture for every client onboarding.
Each firm gets its own isolated subdomain and data. Your clients, tasks, and team are completely separate from every other firm on the platform.
Monthly platform invoices are raised automatically on the 1st. Pay securely via PayFast. View your subscription history from your tenant portal at any time.
Every onboarding follows the same structured phases. Tasks are automatically assigned to the right person in your team. Works for accounting firms, field service businesses, consultancies, and any organisation that needs a repeatable client intake process.
Task templates are pre-loaded for a typical service business. Your admin can customise descriptions, phases, and assignments to match your exact process.
All prices are VAT-inclusive and billed in ZAR. Billed monthly on the 1st. First month free — no invoice raised for the registration month.
Perfect for small teams getting organised.
For growing businesses who need full team support.
For established organisations with custom requirements.
Pricing above is indicative. Actual package prices are set by the platform administrator. All prices are VAT-inclusive. Billed in ZAR.
ClientOnboard is built for South African businesses — accounting firms, auditors, field service companies, consultancies, and any organisation that needs a repeatable, auditable client intake process. Billing is in ZAR via PayFast. POPIA consent is captured at registration.
Register your organisation today. Your first month is free — no invoice is raised for the month you register in.