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Summit Advisory Group
Client PortalCase #408 • Apex Holdings LLC — Onboarding Package
Branded, Multi-Tenant Client Portal
Provide your clients with a modern, high-trust onboarding experience that reflects your firm's brand. Each firm operates in an isolated environment with custom domain and color branding.
Solutions Built for Your Professional Practice
Whether you run a fast-paced CPA firm, a boutique law practice, or a multi-advisor wealth firm, OnboardFlow provides a structured, branded onboarding experience.
Accounting & CA Firms
Standardize PBC document lists, 1040/1120 tax organizers, and client entity questionnaires.
Law Firms & Legal Practices
Collect signed retainer agreements, conflict check disclosures, and corporate formation exhibits.
Financial Advisories & Wealth
Streamline investor suitability questionnaires, custodian transfer docs, and KYC verifications.
Client Services Agencies
Gather client briefs, brand assets, scope authorizations, and billing details in one branded portal.
Security Designed for Confidential Client Data
Professional service firms handle highly sensitive financial, tax, and legal records. OnboardFlow is architected from the ground up with enterprise-grade isolation and encryption.
Encryption in Transit & At Rest
All client file uploads and database records are safeguarded with TLS 1.3 in transit and AES-256 at rest.
Per-Tenant Data Isolation
Multi-tenant architecture enforces strict logical boundaries. Data from one firm is completely partitioned from all others.
Role-Enforced Access Control
Granular permissions separate Admins, Case Managers, Review Staff, and external Client Participants.
Immutable Action Logging
Every document submission, review action, rejection reason, and status modification is permanently audit-logged.
Isolated File Storage
Client documents are stored in cryptographically sealed object containers with zero public bucket exposure.
Secure Verification Tokens
Time-limited, cryptographically signed portal access tokens ensure only verified clients can access their checklist.
“Before OnboardFlow, our tax season kick-off was a nightmare of lost email attachments and incomplete questionnaires. Now, every client gets a clean, branded portal with a clear checklist. Our document collection cycle dropped from three weeks to under 48 hours.”
Predictable Plans for Growing Firms
All plans include unlimited client portal participants and secure file storage.
Starter
For Boutique PracticesEverything you need to replace email onboarding for up to 5 team members.
Included in Starter:
Professional
For growing accounting, legal, and advisory firms managing high client volume.
Included in Professional:
Enterprise
Multi-Partner & Large FirmsDedicated tenant clusters, custom legal agreements, and customized onboarding configurations.
Included in Enterprise:
Ready to modernize your client onboarding?
Join leading accounting, legal, and advisory firms that have eliminated email tag, secured client documents, and accelerated their intake cycle.