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    BoardingPass
    White-label client onboarding platform

    Professional client onboarding at scale

    Replace manual client intake with structured, branded onboarding flows. Track progress, automate reminders, and maintain consistency across every engagement.

    No credit card required • 14-day free trial • Cancel anytime

    5 min
    To build your first flow
    10+
    Pre-built templates included
    Zero
    Code required to launch

    Built for professional services

    Complete client onboarding infrastructure for agencies and consultancies

    Rapid Deployment

    Configure branded onboarding workflows in minutes using the visual flow builder

    White-Label Platform

    Custom branding with logo and color configuration for client-facing portals

    Analytics Dashboard

    Track completion metrics, identify bottlenecks, and measure client engagement

    Automated Reminders

    Schedule and send follow-up emails automatically based on client progress

    Enterprise Security

    PostgreSQL RLS, SOC 2 infrastructure, and encrypted file storage

    Progress Tracking

    Real-time completion status, milestone notifications, and step validation

    10+ Pre-built Templates

    Start with battle-tested flows. Customize everything.

    Agency Client Kickoff

    8 steps • Ready to use

    Preview template

    SaaS User Onboarding

    6 steps • Ready to use

    Preview template

    HR Employee Onboarding

    12 steps • Ready to use

    Preview template

    Consultant Discovery

    5 steps • Ready to use

    Preview template

    Real Estate Client Intake

    7 steps • Ready to use

    Preview template

    Legal Client Setup

    9 steps • Ready to use

    Preview template

    Simple, transparent pricing

    Professional onboarding infrastructure for teams of all sizes

    Starter

    $49/month
    • Up to 50 active clients
    • Unlimited onboarding flows
    • Custom branding
    • Email reminders
    • Basic analytics
    Most Popular

    Professional

    $149/month
    • Up to 200 active clients
    • Everything in Starter
    • Team collaboration (up to 5)
    • Advanced analytics
    • Priority support
    • Custom integrations

    Enterprise

    Custom
    • Unlimited clients
    • Everything in Professional
    • Unlimited team members
    • Dedicated account manager
    • Custom SLA & support
    • On-premise deployment option

    All plans include 14-day free trial • No credit card required • Cancel anytime

    Deploy professional onboarding infrastructure

    Start with a 14-day trial, no credit card required

    BoardingPass

    White-label client onboarding platform. Structured intake workflows with progress tracking, automated reminders, and analytics.

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