OBOnboardBeacon
Client onboarding, beautifully organised

Win the client.
We’ll organise the rest.

Replace scattered emails, missing files and awkward follow-ups with one polished portal your clients will actually enjoy using.

Start free for 14 days →See how it works ↓
✓ No card required✓ Set up in minutes✓ Cancel anytime
✓
Agreement signedJust now
client portal
GOOD MORNING

Northstar Studio

On track
ACTIVE PROJECTWebsite redesign
72%
Current stage: Homepage development
✓QuestionnaireSubmitted
↥Files8 uploaded
✎AgreementSigned
£DepositPaid
£
Deposit paid£1,250 received

Client onboarding software for service businesses worldwide

AccountantsWeb designersMarketing agenciesConsultants
One smooth journey

From “yes” to fully onboarded—without the chasing.

Give clients a clear next step at every stage while you keep a complete view of progress.

01
✦

Invite your client

Send one branded portal link and make a confident first impression.

02
☑

Collect everything

Questionnaires, files, signatures and deposits arrive in one place.

03
↗

Keep work moving

Share progress and automate reminders without another email thread.

Everything in one place

A calmer way to start every client relationship.

Professional for them. Effortless for you.

01

Smart questionnaires

Capture goals, requirements, timelines, budgets and access details before work begins.

02

Secure file uploads

Keep documents, brand assets and project files attached to the right client.

03

Online agreements

Send terms and record the client’s signature, date and signing details.

04

Stripe deposits

Request deposits in pounds and send clients through secure Stripe Checkout.

05

Visible progress

Share stages, percentage completion and updates without another status meeting.

06

Helpful reminders

Nudge clients about missing forms, unsigned agreements, files and payments.

Your brand leads

Look organised before the project even begins.

Personalise the portal with your business name and colour so every interaction feels considered, consistent and unmistakably yours.

  • A professional first impressionA polished experience from invitation to kick-off.
  • One reliable source of truthEvery answer, file, signature and payment in context.
  • Less admin, more momentumClear next actions and timely reminders keep work moving.
Create your branded portal →
OverviewFilesPaymentsProgress
CLIENT PORTAL

Good morning, Amelia

Here’s what needs your attention.

Next action1 task

Upload your existing brand guidelines.

Project status55%
Discovery complete
Simple monthly pricing

Start free. Choose the room you need to grow.

Every plan includes the complete onboarding experience. No card required for your trial.

Starter

For independents and small teams.

£19/month
Up to 10 active clients
  • Full branded client portal
  • Agreements and deposits
  • Progress and reminders
Start 14-day trial
MOST POPULAR

Growth

For growing service businesses.

£39/month
Up to 50 active clients
  • Full branded client portal
  • Agreements and deposits
  • Progress and reminders
Start 14-day trial

Agency

For established multi-client teams.

£79/month
Up to 500 active clients
  • Full branded client portal
  • Agreements and deposits
  • Progress and reminders
Start 14-day trial
Ready when you are

Make your next client your smoothest onboarding yet.

Build your branded portal today. No card required.

Start free for 14 days →
Built for worldwide business

Onboard clients professionally—wherever they are.

OnboardBeacon is a web-based client onboarding platform for service businesses working locally or internationally. Give every new client one clear, branded place to complete questionnaires, upload documents, sign agreements, pay deposits and follow progress.

Whether you run a creative agency in London, a consultancy in Toronto, an accounting practice in Sydney or a freelance studio serving clients across borders, the same organised workflow keeps projects moving.

View worldwide pricing →

One client portal for your whole workflow

  • Collect client informationReplace long email chains with structured onboarding questionnaires.
  • Receive files and agreementsKeep documents and signed terms connected to the correct client.
  • Track deposits and progressGive clients clear next steps and a visible project journey.
Client onboarding FAQs

Everything you need to start clients smoothly.

What is client onboarding software?

It gives your business one organised place to collect client details, questionnaires, files, signed agreements, deposits and project updates.

Who is OnboardBeacon for?

Agencies, consultants, accountants, web designers, freelancers and other client-focused service businesses.

Can international businesses use it?

Yes. OnboardBeacon is web-based and available worldwide. Plans use GBP as the base, with localised Stripe pricing for eligible customers.

Do I need a card for the trial?

No. Start your 14-day trial without a payment card, build your portal and choose a plan when you are ready.