# Client Onboarding Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Client Onboarding Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more. Source: https://www.capterra.com/p/211688/Client-Onboarding/reviews --- # Client Onboarding Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Client Onboarding ## What is Client Onboarding? The Comprehensive Paperless Client Onboarding Solution for Wealth Management Use a single platform to process all lines of business with a streamlined universal account opening and maintenance process. A Cloud-Based, SEC- and FINRA-Compliant, Straight-Through Processing Solution. Pull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies. Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it even longer. What if you could eliminate errors and delays from your new business workflows? ## What is Client Onboarding used for? [Forms Automation](https://www.capterra.com/forms-automation-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Client Onboarding?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.docupace.com&name=Client Onboarding) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Client Onboarding 0.0 VS. [4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price Contact vendor Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (11,324) Value For Money 0.0 (0) Value For Money 4.5 (7,229) Customer Service 0.0 (0) Customer Service 4.6 (6,318) ## Client Onboarding alternatives [4.7 (2,782)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.7 (9,256)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (944)](https://www.capterra.com/p/137289/Typeform/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Autofill Automatically populating fields or sections within a form Client Onboarding 23 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Automatically populating fields or sections within a form Provides a channel for team members to share media files, communicate, and work together Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Streamlining repetitive tasks and activities through automated and predefined workflows Receive data and information in real time Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions ## Pricing ### Starting price Contact vendor for pricing Free trial available ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[ SIGNiX](https://www.capterra.com/p/103257/SIGNiX/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ Orion](https://www.capterra.com/p/10003784/Orion/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)