OnboardMap

Stop chasing clients for files and answers. One link & done!

What is OnboardMap?

OnboardMap is a client onboarding portal for service businesses. Send clients one link, they upload documents, complete forms, and check off tasks. Automated reminders do the follow-up. You see real-time progress. No more chasing. Free to start.

From the website

Onboard clients in one sentence. Describe what you need and OnboardMap builds the whole onboarding, checklist, forms, and document requests, then sends one link and tracks every step for you.

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