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Top Rated Client Onboarding Software with Small business - Page 2

Last updated: October 2026

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47 software options

Travitor logo

Employee Training Software & LMS Platform

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Travitor is an LMS for employee training, onboarding, and compliance management. The platform includes courses in Harassment Prevention, OSHA Safety, Cybersecurity, HIPAA, plus professional development topics like Sales, Customer Service, Project Management, and Leadership.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Revver logo

Cloud-based, dynamic document-work management system with AI

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Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others.

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Progress ShareFile logo

Better Client Experiences Run on ShareFile Software

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Progress® ShareFile® is an AI-powered document collaboration platform designed to help you run client work securely, efficiently and with less friction.

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Navoqo logo
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Cloud-based freight & logistics platform

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Cloud-based logistics platform for shippers, brokers, and LSPs to manage freight, carriers, and shipment tracking.

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Onthen logo
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Centralized onboarding task management platform

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Onthen is an onboarding platform centralizing tasks into a branded page via unique links. It offers customizable workflows, form-based data collection, secure uploads, identity verification, and CRM integrations to sync actions and communications. Features include automated reminders, task-specific comments, and collaboration tools for inviting others and delegating tasks.

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Compass logo
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Navigate success with AI-powered guidance.

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Compass is an AI-powered digital adoption and user assistance platform that helps businesses streamline onboarding, boost productivity, and enhance user experience. It enables the creation of walkthroughs, knowledge articles, and documents, seamlessly integrated into applications to guide employees and customers through complex processes. Compass also features an intelligent chatbot that uses insights from its content to provide instant, accurate assistance to users.

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Reprise logo
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Cloud-based demo tool for sales and marketing professionals.

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Reprise is a cloud-based demo creation tool that allows companies to quickly create interactive, guided presentations of their products for presales and marketing purposes. It allows marketers and salespeople to capture the most important features of their app with a Chrome extension, then personalizes demos for each potential buyer. They can collect detailed insights into how users interact with their product and connect these insights to other data sources.

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SankeyJourney logo
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Visualize Your Customer's Journey with SankeyJourney

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Online tool for analyzing user journeys through Sankey diagrams or flow charts. Upload a CSV file containing event data from your website or app, and quickly generate an interactive data visualization interface that illustrates your customer paths. Boost your engagement, retention, and monetization.

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CoachTide logo
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Platform for professional coaching management

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CoachTide is practice management software designed for professional coaches. The platform includes automated booking, invoicing, follow-ups, and ICF hour tracking, along with unlimited booking pages, a drag-and-drop client pipeline, session prep tools, and a secure client portal. Additional features include group coaching management, client outreach capabilities, automatic email and text reminders, payment processing, and a built-in AI assistant.

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Dock logo
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Cloud-based AI revenue enablement for B2B teams

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Cloud-based AI revenue enablement platform for B2B teams, combining digital sales rooms, content management, and rep training.

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Baton logo
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Cloud-based project management and tracking software

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Baton is a cloud-based software that helps businesses manage and streamline implementation projects on a centralized platform. It enables users to create auditable projects using built-in templates and track the completion of assigned tasks.

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Access Approve logo
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Cloud-based online trade application software

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Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

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Along logo
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Cloud-based buyer engagement platform

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Along is a buyer engagement platform that empowers sales and customer success teams to create exceptional buying experiences. Designed for complex B2B sales and onboarding motions, Along provides a centralized workspace called Alongspaces that allows teams to collaborate with their buyers, share content, and track engagement.

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EuroDrop logo
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Secure file collection tool for small firms

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EuroDrop is a secure file intake solution designed for small professional services firms that enables clients to upload sensitive documents without creating an account or logging into a portal. The platform integrates with Gmail and Google Drive, allowing firms to send a secure upload link directly from their existing email workflow. Files uploaded by clients are automatically routed to the firm's Google Drive, and the system is built to support GDPR-aligned document handling workflows.

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RIA Productivity Suite logo
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Productivity Suite

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The RIA Productivity Suite from Docupace is a simplified, automated, and digital toolkit that empowers growth, scale, and streamlined operations for advisory firms. It comes with out-of-the-box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market, including CRM integration, a robust workflow engine, streamlined new account opening, and secure cloud-based document management.

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StellaJourney logo
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The client portal where nothing falls through the cracks

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Client onboarding and delivery portal for managing tasks, forms, files, discussions and client progress in one shared workspace.

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Factor Avenue logo
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AI invoice platform for factoring companies

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Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

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Aventide logo
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One place for every business you run And every client in it

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AI client management for every business you run

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Ascendr logo
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SaaS Customer onboarding platform

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SaaS Customer onboarding platform

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FigsFlow logo
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Cloud-based proposal software for accountants and firms

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FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

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Cintram logo
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Run your service business without scattered tools

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Cintram helps service businesses run their entire client journey in one place. Sales, onboarding, delivery, and payments stay connected so teams have clarity without juggling scattered tools.

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