Encrypted uploads
TLS in transit, AES-256 at rest. Uploads go straight to your portal, not your inbox.
Stop chasing paperwork. Try OnboardMap free.
Onboard an agency client in one sentence.
Describe what you need from a new agency client and OnboardMap builds the whole onboarding, brand assets, credentials, and approvals. Send one link, and it tracks every step and summarizes what comes in.
Describe what you need, OnboardMap builds the whole onboarding. Send one link, it tracks every step before kickoff.
- Describe it in one sentence, AI builds the onboarding, no templates or setup
- Collects logos, style guides, credentials, and approvals in one portal
- Automatic reminders and tracking so projects aren't held up
- Describe it, AI builds it, no setup
- Collects brand assets and credentials
- Auto reminders and tracking
First onboarding free. No credit card.
Create an onboarding
Describe what you need, and we’ll build the checklist.
Try: New bookkeeping client: tax return, 3 months of bank statements, invite me to QuickBooks, confirm business address.
or start from a template
Tax Preparation Client Onboarding
Bookkeeping Client Setup
Legal Client Intake
Marketing Agency Client Onboarding
Show more templates
Tax Year 2025 Onboarding
This is what your recipient will walk through.
New tax prep client: get the engagement letter signed, collect filer info and filing status, last year's returns, income docs (W-2s, 1099s, K-1s), and deduction details.
Here’s a first draft of “Tax Year 2025 Onboarding”. Review it on the right. You can delete steps, or just tell me what to change.
1 Welcome & Engagement Letter
Welcome, let’s get your return prepared
Thanks for choosing us. This intake takes 20 to 30 minutes. You can save and come back any time.
Upload PDFs, photos, or scans. Whatever is easiest.
Please download and review the engagement letter below before continuing.
Engagement Letter.pdf 84 KB
Continue
2 Filer Information
3 Prior Year Returns
4 Income Documents
5 Deductions & Credits
Saving to your templates as Tax Year 2025 Onboarding Don’t save
Who’s this for?
Your first onboarding is on us. Add more recipients for $12 each.
First recipient is free
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All Active Complete Archived
SM Sarah Mitchell Acme Co
Tax Year 2025 Onboarding Complete Completed Jul 17 Jul 17 Filer Information Completed Reopen
NameSarah Mitchell Emailsarah@acmeco.com Phone(212) 555-0142 Mailing address423 Park Avenue
Brooklyn, NY 11215 Date of birthApril 12, 1985 Filing statusMarried Filing Jointly Dependents and spouseSpouse: David Mitchell, DOB 1983-07-22
Dependent: Emma Mitchell, DOB 2014-08-30 Changes this yearBought or sold a home, Started or sold a business
Brooklyn, NY 11215 Date of birthApril 12, 1985 Filing statusMarried Filing Jointly Dependents and spouseSpouse: David Mitchell, DOB 1983-07-22
Dependent: Emma Mitchell, DOB 2014-08-30 Changes this yearBought or sold a home, Started or sold a business
Prior Year Returns 2 files · Completed Download
Form_1040_2024.pdf · 1.2 MB NY_State_Return_2024.pdf · 840 KB
Income Documents 3 files · Completed Download
W-2_AcmeCo_Sarah.pdf · 412 KB 1099-INT_Chase.pdf · 96 KB 1099-B_Fidelity.pdf · 210 KB
Deductions & Credits 1 file · Completed Download
Which of these did you have this year?Mortgage interest (Form 1098), Charitable donations Form_1098_Mortgage.pdf · 180 KB
Download PDF
Archive
All set, just submitted the last step. Thanks Austin!Sarah Mitchell · 2h ago Perfect, everything came through. I will start on the return this week.You · 1h ago
Message Sarah…
Drop files here or click to browse
Form_1040_2024.pdf1.2 MB · 3h ago
W-2_AcmeCo_Sarah.pdf412 KB · 3h ago
Form_1098_Mortgage.pdf180 KB · 2h ago
✓Sarah completed Deductions & Credits2h ago
✓Sarah completed Income Documents3h ago
↑Sarah uploaded 3 files3h ago
✉Onboarding sent to sarah@acmeco.comToday, 9:14 AM
Security first
Built for sensitive onboarding documents.
Every upload is encrypted. Every link expires. Every access is logged. Sensitive data stays out of email, and out of the wrong hands.
Expiring magic links
Each recipient gets a unique link that expires and can be revoked or regenerated any time.
Role-based access
Control who on your team can view, edit, or approve each onboarding.
Activity visibility
Every upload, view, and edit is logged. You always know who did what, and when.
Files out of email threads
No attachments in threads, no forwarded PDFs. Documents live in one auditable place.
TLS 1.3 in transit • AES-256 at rest • Least-privilege access • Audit log per onboarding
New Client Kickoffs Stall Before They Start
You sign a new client and immediately rebuild the same onboarding, then chase logos, brand guidelines, ad account access, and content approvals. Requests scatter across email, Slack, and shared drives. Two weeks later you're still missing the style guide.
New clients signed, but you're rebuilding the same onboarding and still chasing logos, ad account access, and approvals across email and Slack.
Sound familiar?
Inbox
47 unread
Sarah Chen2m ago
Re: Re: Re: Still need the W-9
Mark Thompson18m ago
what documents do you need from me?
Lisa Park1h ago
Documents we talkded about
James Rivera2h ago
Re: Onboarding next steps
Katie Walsh3h ago
Can I just send everything in one email?
David Nguyen5h ago
Re: Re: Quickbooks access
Amy FosterYesterday
Is this the right format??
The fix
Describe It. It Builds Itself.
Describe what you need from an agency client and OnboardMap builds the whole onboarding, checklist for brand assets, credentials, approvals, and intake forms, plus a branded portal. Send one link, and it tracks every step, summarizes uploads, and reminds clients.
Describe what you need and OnboardMap builds the checklist for brand assets, credentials, and approvals, plus the portal. Send one link, it tracks and reminds.
Client Portal
Status
In progress
Due
Apr 15, 2026
3 of 4 steps complete
75%
Welcome & Engagement Letter
Filer Information
Prior Year Returns
Income Documents
1. Describe it
Type what you need in plain English. No templates, no setup.
2. It builds the onboarding
OnboardMap creates the checklist, intake forms, document requests, and a branded portal, in seconds.
✨ Built in seconds
3. It runs itself
Send one link. OnboardMap tracks every step, reads and summarizes uploads, and reminds recipients so nothing stalls.
Agency Client Onboarding, Before vs. After
Before
- Emails and Slack messages chasing brand assets
- Logos and style guides scattered across Drive, email, and WeTransfer
- No idea which clients have granted ad account access
- Creative briefs unsigned weeks after kickoff
- Projects delayed waiting on missing credentials
- Your team looks unprepared to new clients
- Chasing brand assets across email and Slack
- Logos scattered across Drive and WeTransfer
- No idea who granted ad account access
- Projects delayed by missing credentials
- Briefs unsigned weeks after kickoff
- Your team looks unprepared
After
- One link with every asset and credential request
- Logos, style guides, and fonts uploaded to one portal
- Real-time status: uploaded / approved / waiting
- Creative briefs and scope docs signed in the portal
- Automatic reminders before project kickoff
- Clients finish onboarding before the first call
- One link with every asset request
- All brand files uploaded to one portal
- Automatic reminders before kickoff
What you get back
Zero setup. Faster kickoff. Cleaner cash flow.
The payoff of onboarding that builds and runs itself.
Zero setup
No templates to build or forms to configure. Describe the onboarding once and it’s ready to send.
Faster kickoff
Recipients finish intake in days, not weeks. You start billable work sooner.
Less admin time
No more chasing missing docs, re-sending forms, or opening every upload, it’s tracked, read, and summarized for you.
Fewer dropped balls
Real-time status means nothing sits in someone’s inbox for two weeks.
Better onboarding experience
One clean link. A checklist they can follow. No logins, no confusion, no "did you get my email?"
Faster revenue recognition
Projects start on time, so invoices go out on time. Fewer stalled engagements, cleaner cash flow.
Built for any team that onboards.
Bookkeeping & Accounting
W-9sBank docsIntake
Marketing Agencies
Brand assetsAccessApprovals
MSPs & IT Services
InventoriesCredentialsSecurity
Consultants
DiscoveryContractsKPIs
Law Firms
EngagementsIDsRetainers
Financial Advisors
KYCRisk formsTransfers
Mortgage Brokers
Pay stubsStatementsIDs
Real Estate Agents
Pre-approvalDisclosuresIDs
Insurance Agents
ApplicationsDec pagesPayment
Recruiters
CandidatesI-9sAgreements
Employee Onboarding
I-9W-4Policies
Vendor Onboarding
W-9COIBanking
Anyone who onboards
Web developersPhotographersCoachesFreelancersWedding plannersInterior designersArchitectsTherapistsProperty managersNonprofitsTutorsEvent planners
Describe It Once. Everything Else Is Handled.
AI-built onboardings
Describe what you need and get a complete onboarding in seconds.
Intake forms
Questionnaires built from your prompt, with the fields you need.
Automated follow-ups
Nudges go out on your schedule. No manual chasing.
Real-time status
Done, waiting, or blocked, with clear owners at a glance.
Branded portal
Your logo and colors. A polished onboarding experience.
In-portal messaging
Message recipients in their portal, no more email tag.
Why not just use email + Drive + Forms?
Because that’s what’s breaking now.
Here’s what changes when a sentence builds and runs the whole onboarding for you.
What you’re trying to do
Email + Drive + Forms
OnboardMap
Set up an onboarding
Build checklists, forms, and requests by hand, every time.
Describe it in a sentence. Built in seconds.
Collect documents
Files scattered across inboxes, threads, and attachments.
One portal. One checklist. Every file tagged to a request.
Read what comes in
Open and skim every attachment yourself.
Uploads are read and summarized for you.
Know what’s missing
Scroll through email and guess.
Real-time status: done, waiting, blocked.
Onboarding experience
Confusing email chains, broken form links, "forgot your password?" loops.
One link. Zero logins. Step-by-step.
Security
Docs live in inboxes forever, easy to forward or leak.
Encrypted uploads, expiring links, activity logs.
Reminders
You nag, manually, and hope.
Automatic nudges on the schedule you set.
Team handoff
Nobody else on your team can find anything.
Team access with roles and clear owners.
PM tools vs OnboardMap
Does this replace Asana, Notion, or Monday?
No. Those are internal PM tools for your team. OnboardMap is the recipient-facing layer that runs before the project starts, so by the time work lands in your PM tool, you already have the docs, forms, and access you need.
Onboarding checklistDocument requestsIntake formsMagic links
Your team's tasksProject boardsInternal notesReporting
Free Download
Free Onboarding Checklist for Agencies
The 10 items every agency needs from new clients , brand assets, ad account access, creative briefs, and more.
- Brand guidelines and logo files
- Social and ad account access
- Creative brief approvals
- Analytics and CMS credentials
Agency Onboarding Checklist
Task Owner Status
Brand guidelines Client Uploaded
Logo files (all formats) Client Waiting
Social media credentials Client Waiting
Ad account access Client Done
Creative brief (approved) Client Waiting
Onboard Anyone in One Sentence
Describe what you need. OnboardMap builds it, sends one link, and tracks every step.
First onboarding free. No credit card required.
Simple Pricing. No Surprises.
Your first onboarding is free. After that, it's just $12 per client onboarding.
Pay As You Go
FIRST ONE FREENo subscription. No monthly fee. Pay only when you send.
$12
per client onboarding
Start For FreeNo credit card required to start. Storage limits apply.
What's included
- Your first onboarding is free
- AI-built onboardings from a simple prompt
- No monthly limits, send as many as you need
- Magic link access for recipients, no account needed
- Unlimited team seats
- Intake forms + secure uploads
- Automatic reminders
Your first client onboarding is free, then $12 per onboarding. No subscription, no monthly fee, no monthly limits. No credit card required to start. Storage limits apply.
Can I collect brand assets and logos through OnboardMap?
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.
Do my agency clients need to create an account?
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.
Can I request ad account access and social credentials?
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.
Can I get creative briefs approved in OnboardMap?
You can attach documents and request acknowledgment or approval as a task step. Clients review the brief and mark it complete when approved.
How does pricing work?
Your first client onboarding is free, then each onboarding you send is a flat $12. There’s no subscription, no monthly fee, and no monthly limits, you pay only when you send. There’s no cap on total clients. Storage limits still apply.
Can I brand the portal with my agency's logo?
Yes. Every onboarding includes a branded portal link, and you can customize your logo and brand colors for a fully white-labeled client experience.
Does this replace our project management tool?
No. OnboardMap is the client-facing portal you send before project work begins. It complements Asana, Monday, ClickUp, or whatever your team uses internally.
Can I export collected assets and data?
CSV export is included for every account. You can download all uploaded files at any time. Zapier and webhooks are planned, tell us what you need and we'll prioritize.
Ready to onboard anyone?
Describe what you need, and OnboardMap builds and sends your first onboarding in minutes.
First onboarding free, then $12 each. No credit card required.
