---
description: Learn more about Client Onboarding. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Client Onboarding Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Forms Automation Software](/directory/589/forms-automation/software) > [Client Onboarding](/software/2076802/client-onboarding)

# Client Onboarding

Canonical: https://www.getapp.com.au/software/2076802/client-onboarding

> Docupace provides cloud-based, paperless, and customizable client onboarding solutions for wealth management firms. The comprehensive platform streamlines the new account opening and maintenance process, reducing errors and delays. Docupace's straight-through processing capabilities automatically populate forms, catch inconsistencies, and enable electronic signatures to help firms submit paperwork correctly the first time.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Client Onboarding

Cloud-based, paperless, and customizable client onboarding solutions to eliminate paperwork, errors, and delays
Straight-through processing shrinks account opening from days to minutes and reduces errors
Auto-populates forms from CRM data and checks for compliance errors before submission
Enables electronic signing, recording, processing, confirming, tracking and transmitting
Gives advisors more time for client service by reducing manual paperwork processes
Integrates with your existing operations and technology infrastructure

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Autofill
- Collaboration Tools
- Customisable Branding
- Customisable Forms
- Customizable Fields
- Customizable Templates
- Data Import/Export
- Document Management
- Drag & Drop
- Electronic Signature
- Forms Creation & Design
- Forms Management
- Full Text Search
- Process/Workflow Automation
- Real-Time Data

## Integrations (11 total)

- AdvisorEngine
- AnnuityNet
- Docusign
- Envestnet | MoneyGuide
- Fidelity
- FireLight
- Laser App
- Orion
- Redtail CRM
- SIGNiX
- Wealthbox

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Forms Automation Software](https://www.getapp.com.au/directory/589/forms-automation/software)

## Alternatives

1. [Connecteam](https://www.getapp.com.au/software/105401/connecteam) — 4.6/5 (5058 reviews)
2. [Google Forms](https://www.getapp.com.au/software/112857/google-forms) — 4.7/5 (11363 reviews)
3. [Google Workspace](https://www.getapp.com.au/software/90761/google-apps-for-business) — 4.7/5 (17483 reviews)
4. [Jotform](https://www.getapp.com.au/software/10191/jotform-4-0) — 4.7/5 (2794 reviews)
5. [Docusign](https://www.getapp.com.au/software/9640/docusign) — 4.7/5 (9267 reviews)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2076802/client-onboarding)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/website-ecommerce-software/a/client-onboarding/> |
| en-AE | <https://www.getapp.ae/software/2076802/client-onboarding> |
| en-AU | <https://www.getapp.com.au/software/2076802/client-onboarding> |
| en-CA | <https://www.getapp.ca/software/2076802/client-onboarding> |
| en-GB | <https://www.getapp.co.uk/software/2076802/client-onboarding> |
| en-IE | <https://www.getapp.ie/software/2076802/client-onboarding> |
| en-NZ | <https://www.getapp.co.nz/software/2076802/client-onboarding> |
| en-SG | <https://www.getapp.sg/software/2076802/client-onboarding> |
| en-ZA | <https://www.getapp.za.com/software/2076802/client-onboarding> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Review, Compare and Evaluate small business software. GetApp Australia has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.com.au","url":"https://www.getapp.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.com.au/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Client Onboarding","description":"Docupace provides a comprehensive, customizable solution for digitizing wealth management operations and increasing efficiency, productivity, and profit. The platform's client onboarding capabilities enable a streamlined, paperless process for new account opening and maintenance. Docupace integrates with operations and technology infrastructure, automatically synchronizing data and performing compliance checks. The solution reduces processing times from days to minutes, significantly lowering Not In Good Order (NIGO) submissions. Docupace automatically pulls the correct forms in the correct order, catching errors and inconsistencies prior to submission. Advisors can leverage electronic signatures through integrations with DocuSign and SIGNiX, and track account processing in real-time from any office. By reducing manual processes, Docupace allows advisors to focus on serving their clients rather than repetitive paperwork. The platform's robust document management capabilities provide a secure, cloud-based solution to store records and ensure preparedness for audits. Docupace's client onboarding solution empowers wealth management firms to optimize their new business workflows and enhance the client experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/78c629ac-af02-4c09-a204-3f59017fabeb.png","url":"https://www.getapp.com.au/software/2076802/client-onboarding","@id":"https://www.getapp.com.au/software/2076802/client-onboarding#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.getapp.com.au/software/2076802/client-onboarding#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Forms Automation Software","position":2,"item":"/directory/589/forms-automation/software","@type":"ListItem"},{"name":"Client Onboarding","position":3,"item":"/software/2076802/client-onboarding","@type":"ListItem"}]}]}
</script>