No. Clients access their portal via a magic link sent by email. No signup, no password, no app to install. They click the link, see their checklist, and start completing steps immediately.

Each client gets a unique link to their portal. Links are one-per-client, expire after a set period, and can be revoked or regenerated anytime. If a link is forwarded, the recipient only sees that client's portal—never your dashboard or other clients.

Yes. Every account starts free with 3 onboardings per month, unlimited team members, and 1 GB of storage. No credit card required. Limits reset every month. When you’re ready for more, upgrade to a paid plan for higher monthly limits.

Every onboarding you create counts toward your monthly limit. On the free plan, you get 3 per month. On paid plans, you get higher limits. All limits reset each billing period. There’s no cap on total clients—only onboardings created.

Yes. Every plan includes a branded portal link. On Pro and Max plans, you can customize your logo and brand colors for a fully white-labeled client experience.

Yes. All uploads are encrypted in transit (TLS) and at rest. Files go directly to your portal—not email. You control access, and uploads are tied to specific document requests so nothing gets lost.

Yes. Internal notes and activity logs are visible only to your team. On Max plans, roles and permissions let you control which team members can edit, approve, or view specific onboardings.

No, and it's not trying to. Those are internal project management tools. OnboardMap is the client-facing portal you send so you can collect what you need before the project starts. Your clients never log into your PM tool.

CSV export is available on all plans. Zapier and webhooks are planned—tell us what you need and we'll prioritize.