Yes. You can request any document by name — W-9s, bank statements, prior year returns, chart of accounts exports, and more. Clients upload directly to their portal. Files are encrypted in transit and at rest.

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 uploading immediately.

Absolutely. Create a template once, then duplicate it each season. Your document request list, intake forms, and reminders carry over — just assign it to each client.

You can add tasks for credential sharing with instructions. OnboardMap doesn't store passwords directly, but you can request screenshots of access confirmations or link to secure credential-sharing tools.

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 to collect documents and information before work begins. It complements tools like Karbon, Canopy, or QuickBooks Practice Manager.

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.