Account and Business (8)

• Setting up and configuring OnboardMe
• Manage Business Details and Setup Payments
• Enable Payments in OnboardMe for new Pinch Customers
• Send emails with your business email (Microsoft)
• Enable Payments In OnboardMe for existing Pinch customers

Branding and Settings (3)

• Customise your branding
• Customise email templates
• Multi-Factor Authentication

Clients (1)

• Add, edit or remove a client

Client Onboarding (3)

• ID Verification in OnboardMe
• Send an onboarding request
• External Links

Ethical Letters (1)

• Send a single Ethical Letter

Release Notes (7)

• Release 06-10-2025
• Release 22-09-2025
• Release 10-09-2025
• Release 14-08-2025
• Release 03-08-2025

Integrations (1)

• Annature
• Xero Practice Manager
• Xero Ledger

• Integration Connection Options

Templates (3)

• Ethical letter templates
• Engagement Packages
• Engagement Services

User Profile (1)

• Setting up a draw signature in OnboardMe