Proposals & engagement · Payments & billing · Signing & verification
OnboardMe
OnboardMe modernises client onboarding for professional services firms
Straight answers
- What is OnboardMe?
-
OnboardMe is proposals and engagement software for accounting and bookkeeping firms. OnboardMe automates client onboarding, engagements, billing, and payments in one platform. It integrates with Xero, Xero Practice Manager, MYOB, QuickBooks Online, FYI, Karbon. Pricing: From A$59 per month (as at September 2026). Available in Australia, New Zealand, South Africa, United Kingdom.
- Who is it for?
-
OnboardMe is for accounting and bookkeeping firms, and the vendor names accounting firms, bookkeepers.
- What does it cost?
-
Pricing: From A$59 per month (as at September 2026).
- What's the catch?
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OnboardMe has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
OnboardMe is a platform that integrates proposals, payments, onboarding, and compliance for professional services firms. It allows users to send personalised proposals, collect client details securely, and automate billing processes.
The platform is designed for accountants, bookkeepers, and other professional services, facilitating client intake and engagement processes. OnboardMe integrates with various systems, including Xero, to ensure data flow and management.
Compiled by The Firm from the vendor's website and app-store listing, checked 16 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Proposals & engagement · Payments & billing · Signing & verification
- Pricing model
- Subscription
- Price
- From A$59 per month (as at September 2026)
- Works with
- Xero, Xero Practice Manager, MYOB, QuickBooks Online, FYI, Karbon +10
- Available in
- Australia, New Zealand, South Africa, United Kingdom
- Who runs it
- Accounting firms, Bookkeepers
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 16 Sep 2026
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Send personalised proposals
- Automate client onboarding
- Collect payments upfront
- Identity verification
- Capture leads automatically
Works with
16 integrations mapped- Xero
- Xero Practice Manager
- MYOB
- QuickBooks Online
- FYI
- Karbon
- Kloud Connect
- FreeAgent
- GreatSoft
- Pinch Payments
- Stripe
- Annature
- LodgeiT
- Zapier
- Microsoft 365
- BGL
0/5
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OnboardMe, answered
The questions firms search for before they trial it- What is OnboardMe?
- OnboardMe is proposals and engagement software for accounting and bookkeeping firms. OnboardMe automates client onboarding, engagements, billing, and payments in one platform. It integrates with Xero, Xero Practice Manager, MYOB, QuickBooks Online, FYI, Karbon. Pricing: From A$59 per month (as at September 2026). Available in Australia, New Zealand, South Africa, United Kingdom.
- Does OnboardMe integrate with Xero?
- Yes. OnboardMe lists Xero as an integration, alongside Xero Practice Manager, MYOB, QuickBooks Online, FYI. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- Does OnboardMe integrate with Xero Practice Manager?
- Yes. OnboardMe lists Xero Practice Manager as an integration, alongside Xero, MYOB, QuickBooks Online, FYI. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.
- Does OnboardMe integrate with MYOB?
- Yes. OnboardMe lists MYOB as an integration, alongside Xero, Xero Practice Manager, QuickBooks Online, FYI. The Firm's directory can be filtered by MYOB to see the other tools that plug into the same stack.
- What does OnboardMe integrate with?
- OnboardMe lists 16 integrations: Xero, Xero Practice Manager, MYOB, QuickBooks Online, FYI, Karbon, Kloud Connect, FreeAgent, GreatSoft, Pinch Payments, Stripe, Annature and others. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- What does OnboardMe cost?
- From A$59 per month (as at September 2026). That is the vendor's published pricing at the time The Firm checked it; confirm current plans on the vendor's pricing page before deciding.
- Where is OnboardMe available?
- OnboardMe is listed as available in Australia, New Zealand, South Africa, United Kingdom. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
- Who is OnboardMe for?
- OnboardMe is built for Accounting firms, Bookkeepers. It is proposals and engagement software, listed on The Firm's practice shelf.
- Is OnboardMe on the Xero App Store?
- Yes. OnboardMe has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations OnboardMe lists.
- Can a firm see OnboardMe before buying?
- Yes. OnboardMe offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this OnboardMe listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 16 September 2026); OnboardMe has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between proposals and engagement tools?
- The Firm's guide to choosing proposals and engagement software, on the Proposals & engagement category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every proposals and engagement tool; listing is not a ranking.
Answers are ours, grounded in this listing's facts, checked 16 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 price published: From A$59 per month; pricing model set to subscription; description updated; added integrations: Xero, MYOB, QuickBooks Online; added features: Send personalised proposals, Automate client onboarding, Collect payments upfront, Identity verification, Capture leads automatically. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
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