How OnboardMe and Pinch Automate Engagements and Payments

Join us for a live walkthrough of how OnboardMe and Pinch work together to automate client onboarding and get you paid at the moment of engagement.

In this session, you’ll see how service businesses and accounting firms use OnboardMe to create branded, compliant proposals that include payment terms, and how Pinch handles secure payment collection by card or bank. The result is a single link that lets your client accept, pay, and kick off the work with no follow-up or manual invoicing.

We’ll show what the client sees, what your team manages in the background, and how this setup supports real-world complexity like recurring billing, plan changes, refunds, and multi-entity clients.

You’ll learn:

• How to create and send branded client engagements with built-in payment collection
• What clients see when they accept and pay in one seamless flow
• How to automate recurring billing, refunds, and reconciliation
• How to manage payments across multiple entities using a single source
• What tools are available today and what’s coming next, including smarter billing and secure client update links

Whether you handle onboarding, manage accounts, or support businesses that do, this webinar will give you a clear picture of how modern engagement and payment automation can work for you.