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Client Onboarding Software for Accountants

Everything required. From the start.

Ask most accountants what the worst part of taking on a new client is, and it is rarely the accounting. It is the fortnight beforehand: the identity documents that arrive as blurry photographs, the engagement letter that comes back unsigned, the AML checks recorded across three different spreadsheets, and the client who has gone quiet with half the forms outstanding.

The best client onboarding software for accountants does not just digitise that process — it removes it. OnBoardNow collects the information, verifies the identity, runs the compliance checks and gets the engagement letter signed, all in a single guided workflow.

The frustration is that none of this is difficult work. It is simply work that has to be done carefully, repeatedly, and by someone — and in most practices that someone is billing at a rate that makes chasing utility bills an expensive way to spend an afternoon.

See how OnBoardNow transforms accountant client onboarding into one simple workflow.

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Designed for Modern Accountancy Firms

OnBoardNow helps accountants collect everything needed before work begins.

Accountants

KYC
Compliance

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

→ Learn more about the OnBoardNow App

FAQ

FREQUENTLY ASKED QUESTIONS

Identity documents, AML information, source of funds, source of wealth, company information, beneficial ownership details and supporting documents.


Yes. OnBoardNow includes AML and KYC checks to help accountants meet their anti-money-laundering compliance obligations.


Yes. OnBoardNow lets accountants verify company directors as part of the onboarding workflow.

Yes. Engagement letters and supporting documents can be reviewed and electronically signed during onboarding.


An accounting client onboarding checklist should include identity verification, AML and KYC checks, proof of address, company and director details, and a signed engagement letter.


Yes. OnBoardNow automates the steps of a manual checklist so every client is onboarded consistently and compliantly.

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.