Your Secure Client Portal
for Australian Accounting
Stop chasing clients for documents. A complete, enterprise-grade portal where your clients self-serve — register, submit TFN & ABN, invite partners, purchase services, sign consents & pay online.
Managing Client Data is Broken
As an Australian accounting practice, you deal with highly sensitive client data every day — TFN, ABN, financial records. Current methods are failing you.
Time-Consuming
Chasing clients for documents, details and signatures via email and phone.
Risky
Sensitive TFN and financial data floating around in emails and WhatsApp.
Unscalable
More clients means more spreadsheets, more chaos, more errors.
Non-Compliant
No audit trail, no encryption, no proper access control.
Everything in One Place
A complete Client Portal and Practice Management Platform — built specifically for the Australian accounting industry. Fully secure. Fully automated.
Your Clients Get
Your Team Gets
What Your Clients Experience
Secure Registration & Verification
Email + OTP verification. Quick, simple, and compliant.
Multi-Account Management
Individual, Company, Trust & Partnership accounts — all from one login.
Partner & Spouse Collaboration
Invite directors, trustees, beneficiaries and spouses via branded emails.
Service Marketplace
Clients browse, purchase & pay for accounting services via Stripe.
Digital Consent & Signatures
Legally binding digital signatures with full IP & timestamp audit trail.
Support Tickets
Clients raise tickets directly from their dashboard — your team resolves.
Powerful Management Tools
Dashboard Overview
Users, accounts, tickets, revenue — all at a glance.
User Management
Full CRUD, search, filter, roles, status control.
Payment & Revenue
Stripe payments, revenue tracking, GST calculation.
RBAC Access Control
4 default roles + custom roles with fine-grained permissions.
Website CMS
Update your entire public website without any developer.
Full Configuration
Email, SMS, payments, templates — all from admin panel.
Key Differentiators
Built for Australia
TFN encryption, ABN validation via ABR, GST tracking, Australian account structures, AUD currency.
Enterprise Security
AES-256-GCM encryption, bcrypt hashing, JWT + HTTP-only cookies, Helmet headers, rate limiting.
Self-Service Onboarding
Clients register, fill details, invite partners, sign consents & pay — all without your team lifting a finger.
Legal Audit Trail
Digital signatures with IP address, browser fingerprint, timestamp, document version — legally defensible.
Multi-Account Architecture
One client, multiple accounts. Each account with multiple partners. Handles complex trust structures.
Low Running Cost
~AUD $25–45/month total hosting + services. Cheaper than a single hour of your time.
How It Works
👤Client Journey
🏢Admin Journey
Built for Scale
Enterprise-Grade Security
Your clients trust you with their most sensitive information. This portal treats that trust with the highest level of security.
Encryption at rest & in transit, access controls, audit logging
Data minimisation, purpose limitation, consent collection
TFN encryption, ABN validation, Tax Agent Authority consent
Stripe handles all card data — zero card storage
Input validation, auth controls, security headers, rate limiting
Technology Stack
Incredibly Affordable
Compare ~$25–45/month total to hiring a developer ($8,000+/month) or buying off-the-shelf SaaS ($200–$500/month) that doesn't fit.
Trusted by Businesses
“Onboard transformed our financial management. Their expertise saved us over $30,000 in the first year alone. Highly professional!”
“Tax compliance was overwhelming. Onboard simplified everything and helped me maximize deductions. Exceptional team!”
“The cloud accounting setup was seamless. I can focus on growing my business while Onboard handles the rest.”
The Business Impact
Need Changes? We'll Build It.
This platform is fully customisable to your exact requirements. Whether you need new features, workflow changes, additional integrations, or a completely tailored module — our engineering team at Bhalekar Consulting will deliver it.
“Your requirements are our priority. If you can imagine it, we can build it — and we'll integrate it seamlessly into your existing platform.”
Transform Your Practice Today
This platform transforms your accounting practice from a paper-based operation into a modern, secure, digital-first business — giving your clients a premium experience while saving your team countless hours every week.