Yes. You can request any file by name — logos, style guides, brand books, fonts, photography, and more. Clients upload directly to their portal. Everything is organized and tied to specific requests.

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.

Yes. Add tasks with instructions for granting Facebook Ads access, Google Ads permissions, or social media credentials. Clients follow the steps directly in their portal.

You can attach documents and request acknowledgment or approval as a task step. Clients review the brief and mark it complete when approved.

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, brand colors, for a fully white-labeled client experience.

No. OnboardMap is the client-facing portal you send before project work begins. It complements Asana, Monday, ClickUp, or whatever your team uses internally.

CSV export is available on all plans. You can download all uploaded files at any time. Zapier and webhooks are planned — tell us what you need and we'll prioritize.