OnboardMap

Questions et réponses

• Activity Log
  Every action, like uploads and edits, is recorded so you know who did what and when.
• Magic Link Access
  Clients receive a unique link that allows them to access their portal without creating an account or password.
• Role-based Access
  Control what team members can see or change, based on their role.
• Easy Setup and Use
  Start onboarding clients quickly with simple, step-by-step instructions and templates.
• Automated Follow-ups
  Schedule automatic reminders to prompt clients to complete their tasks on time.
• Audit Trail and Export
  Download a timestamped log of all activities for compliance and record-keeping.
• Avoid Follow-up Emails
  Eliminate the need for multiple reminder emails because the system tracks progress automatically.
• Customizable Templates
  Create and reuse checklists and forms for different clients or types of onboarding.
• Unlimited Team Members
  Add as many team members as needed without extra cost to collaborate smoothly.
• User-Friendly Interface
  Clients and team members can easily complete steps without logins or confusing emails.
• Affordable Pricing Plans
  Choose from plans suitable for solo practitioners, growing teams, or established firms, with clear limits and included features.
• Integration Capabilities
  Push onboarding data to your existing tools in real time using webhooks.
• No Attachments in Emails
  All files stay in the portal, not in email threads, making documents easier to find and audit.
• One Shared Client Portal
  Each client has one portal with a checklist, upload area, forms, and reminders, visible to everyone involved.
• Real-time Status Updates
  Instantly see if tasks are completed, waiting, or blocked, keeping everyone on the same page.
• White-Glove Setup Option
  Get help setting up your portal with a custom-branded design, templates, and walkthrough, delivered in 3 days.
• Branded Client Experience
  Personalize the portal with your company's logo and colors for a professional look.
• Secure, Encrypted Uploads
  All client documents are encrypted during upload and stored securely to protect sensitive information.
• Progress Tracking and Reminders
  You can see what is done, what is pending, and send automatic reminders to clients.