Designed for Modern Accountancy Firms
OnBoardNow helps accountants collect everything needed before work begins.
Accountants
Ensure every client is properly onboarded before work
begins — collecting identity verification, KYC information and the compliance documentation your practice requires.
- Client Care Letter
- Client, Director Identity Verification, AML & KYC
- Proof of Address
- Company Information including Director & Shareholder Details
- Beneficial Ownership
- Source of Funds & Wealth
- Supporting Documents
- Client Declarations
- Electronic Signatures
Every Flow
What every onboarding flow includes
Guided, structured and connected journeys to help you, help your clients.
Guided Step-by-Step Journey
Clients are taken through a clear, structured process — answering questions, uploading documents and completing checks in the right order, with nothing missed.
Identity Verification via App
Where required, clients verify their identity securely using the OnBoardNow mobile app — integrated directly into the flow, not a separate process.
Structured Data Returns
All information, documents and check results are organised and returned in a clear, usable format — ready to use immediately or delivered into your case management system.
Pre-built or Bespoke workflows
Choose from pre-built flows or work with us to build a flow tailored to your specific process and requirements.
Why Accountants Choose OnBoardNow
Accountants like all regulated professionals need efficient client onboarding, Identity verification, Reduced AML administration, Consistent information collection, Secure client document upload, Electronic signatures and a complete audit trail that integrates with their existing systems.
Critically they need a mobile first secure client experience
OnBoardNow gives them all that and more
One
Connected process — not multiple tools
Secure
ID capture via mobile camera
Compliant
Designed for regulated sector requirements
FAQ
FREQUENTLY ASKED QUESTIONS
Identity documents, AML information, source of funds, source of wealth, company information, beneficial ownership details and supporting documents.
Yes. Identity verification, PEP screening, sanctions checks and risk information can all be collected before accepting a client.
Yes. Information can be collected from companies, directors, shareholders, beneficial owners and connected parties.
Yes. Engagement letters and supporting documents can be reviewed and electronically signed during onboarding.
Yes. Clients can securely upload passports, utility bills, bank statements, tax records and supporting evidence.
Yes. Workflows can collect information from directors, shareholders and beneficial owners and combine everything into one client file.
Yes. Different workflows can be created for personal tax, business clients, audit, bookkeeping, trusts and specialist services.
Yes. We support API integrations and custom connectivity with accounting and practice management systems.