100% Australian Owned and Operated 1800 434 005 onboard@bhalekar.ai
EOFY 2026 pricing locked until 30 June 2026. sign now and lock your rate for 24 months.

Practice management software with AML/CTF Tranche 2 workflow support built in.

Onboard helps Australian accounting and bookkeeping practices manage client onboarding, workflows, records, payments, communications and compliance-related processes from one customer-controlled platform.

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Built in Australia by a 20-year data, banking and compliance technology specialist, for Australian accounting and bookkeeping practices.

Designed to support practices preparing for AML/CTF Tranche 2 changes commencing from 1 July 2026.

Practice management

Lead pipeline, CRM, email, tasks, payments and team workflows in one place.

Client onboarding

Identity capture, engagement letters, consents, branded portal and audit trail.

AML/CTF Tranche 2

KYC and KYB workflows, risk assessment, CDD/ECDD, record-keeping support.

Customer-controlled

Runs on your own infrastructure. Your data, your control, your responsibility model.

Product preview

A look inside Onboard

Practice management, client onboarding, AML/CTF workflow support and a defensible audit trail, running on your own infrastructure, under your own domain.

Pricing

Choose the plan that fits your practice

Onboard pricing scales with your practice. Start solo and grow into Essentials, Professional or Enterprise as your team and client base expand. All plans include AML/CTF Tranche 2 workflow support. EOFY pricing applies to Orders signed before 30 June 2026 and locks for 24 months.

EOFY 2026 pricing locks in

Sign before 30 June 2026 (AEST) and lock your rate for 24 months.

After 30 June 2026, standard pricing applies to all new Orders.

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Swipe horizontally to compare all features →

Solo
For sole practitioners
EOFY price
$39 /mo
Billed annually as $470/year
From 1 July 2026 $79/mo
Get Started
Essentials
For small practices
EOFY price
$119 /mo
Billed annually as $1,430/year
From 1 July 2026 $199/mo
Get Started
★ Most popular
Professional
For growing practices
EOFY price
$279 /mo
Billed annually as $3,350/year
From 1 July 2026 $439/mo
Get Started
Enterprise
For multi-office firms
EOFY price
From $799 /mo
Billed annually from $9,590/year
From 1 July 2026 From $1,199/mo
Talk to Sales
Capacity
Users (accountants, staff, admin)1Up to 5Up to 15Custom
Active clientsUp to 50Up to 250Up to 1,000Custom
Practices / entities111Multi-practice by Order
Client onboarding
Identity verification (electronic)✓✓✓✓
TFN and ABN capture✓✓✓✓
Digital consent records✓✓✓✓
KYC workflowBasic✓✓✓
KYB workflow (companies, trusts, entities)-✓✓✓
Engagement letters✓✓Custom templatesBespoke
Stripe payments and audit trail✓✓✓✓
Branded client portal-✓Advanced controlsWhite-label
AML/CTF Tranche 2 workflow support
AUSTRAC enrolment checklist and information links✓✓✓✓
AML/CTF starter templates✓✓✓✓
ML/TF risk assessment workflowBasicStandardConfigurableCustom group-wide
Standard CDD workflow✓✓✓✓
Enhanced CDD (ECDD) for higher-risk clients-BasicFullFull + custom rules
Beneficial ownership tracking-✓✓ + chain mapping✓ + chain mapping
PEP and sanctions screening record capture-Manual captureWorkflow + integration capability*Configurable integrations*
Ongoing customer due diligence (OCDD) prompts--✓ Automated alerts✓ Custom triggers
SMR workflow support and record packTemplate onlyWorkflow supportWorkflow + evidence packCustom
TTR workflow support and record pack-✓✓Custom
Annual compliance reporting data exportTemplate✓✓✓
7-year record-retention support✓✓✓✓
Independent evaluation evidence export--✓✓ Customised
Practice management
Practice website (standard template)✓✓✓✓
Lead pipelineBasic✓✓Custom
CRM with notes and conversion tracking-✓✓Custom
Full email client (send, receive, threads per record)-✓✓Custom
Task and workflow managementChecklistTemplatesCustom workflowsCustom + automation
Role-based access control-StandardAdvancedCustom roles
Client risk dashboardBasicStandardAdvancedMulti-entity
Integrations
Xero integration-One-way client syncTwo-way + advancedCustom
MYOB integration-One-way client syncTwo-way + advancedCustom
Other practice tool integrations (Ignition, FYI, Karbon)--✓✓ + custom
Custom integrations---✓
Training
Self-paced training module✓✓✓✓
Knowledge base access✓✓✓✓
Multi-user training tracking-✓✓✓
Dedicated onboarding training session--✓Custom program
Support
Email support✓ Next business day*✓ 8 business hours✓ 2 business hours✓ 1 business hour
In-product chat-✓ Business hours✓ Business hours✓ Priority
Phone support--✓ Business hours✓ Priority
Dedicated account manager--✓Senior CSM
Quarterly product and regulatory-feature briefings--✓✓
Quarterly business review---✓
Deployment
Self-serve setup wizard✓✓✓✓
Customer-controlled hosting✓✓✓✓
Implementation services (optional)$1,499 EOFY / $2,500 standard$1,499 EOFY / $2,500 standard$1,499 EOFY / $2,500 standardQuoted

* Real-time screening integrations are subject to availability and may require third-party provider subscriptions.

Integrations are subject to product availability, customer configuration and any applicable third-party provider terms, fees and subscriptions.

Response times shown are for P1 (critical) issues during applicable support hours. Lower-priority issues (P2 high / P3 medium / P4 low) have longer response targets. Solo plan response targets are forthcoming additions to Support Schedule v1.4. Full SLA detail is set out in the Support Schedule. Response targets are operational targets, not contractual service-level guarantees; refer to clause 6 of the Support Schedule.

Setup

Implementation services

Many practices can begin setup using our self-serve setup wizard, knowledge base and video tutorials. If you would prefer hands-on help, our Implementation service gets you fully configured by a member of the Bhalekar team.

What is included

  • Kickoff call to scope your setup
  • Configuration assistance and deployment support
  • Domain and branding configuration
  • Initial user-role setup
  • Stripe connection assistance
  • One smoke test
  • One handover and runbook
  • One training session of up to two hours

Implementation includes up to 6 hours of expert assistance. Work beyond this scope is quoted in writing before commencement.

Standard implementation
Solo, Essentials and Professional plans
EOFY (before 30 June 2026) $1,499
Standard $2,500
Enterprise implementation Multi-office, multi-entity and custom-integration deployments are quoted on the basis of scope, complexity, user count, training requirements and integration needs.
Transparency

Hourly rates for additional services

If you need help beyond the included scope of your subscription, we charge transparent hourly rates.

Service type Rate (ex GST)
General professional services
Additional configuration, additional training, non-urgent remediation, workflow tweaks, out-of-scope assistance. 		$99/hour
Regulatory, investigation, dispute and legal-process support
AUSTRAC, OAIC, professional-body inquiries, audit support, subpoenas, court orders, witness statements, technical evidence preparation. 		$300/hour
External adviser costs (legal, forensic, accounting, cybersecurity, compliance) are charged at cost where required.
Why Onboard

Onboard is more than AML software

One platform, not five tools

Stop stitching together separate tools for client onboarding, AML/CTF, CRM, email and payments. Onboard combines practice management with built-in AML/CTF workflow support, so your team works in one system.

Customer-controlled hosting

Onboard runs on your own infrastructure. You choose the hosting provider, you control the security configuration, you own your data. We do not store your client data on our servers.

Built in Australia, for Australian practices

Onboard is built in Australia by a data, banking and compliance technology specialist, for Australian accounting and bookkeeping practices. It is designed around the local realities of practice management, client onboarding, workflow administration, Privacy Act 1988 (Cth) obligations and AML/CTF Tranche 2 preparation.

Security & Compliance

Security controls you can explain to a client.

Onboard is engineered to protect sensitive client data with strong encryption, modern authentication, and a clear consent trail.

AES-256-GCM Encryption

All sensitive fields (TFN, ABN, identity data) are encrypted at rest using AES-256-GCM. Credentials are hashed with bcrypt.

Access Control (RBAC)

Role-based access with default and custom roles. Staff see only what they need to, with no blanket access to sensitive client data.

Secure Sessions

JWT authentication with HTTP-only cookies, rate limiting, and secure headers to reduce common web vulnerabilities.

Consent Evidence Trail

Every digital consent records timestamp, IP address, browser fingerprint, and document version, so you have legally defensible audit evidence.

PCI Scope Reduced

Payments run through Stripe. No card data ever touches or is stored on your server. Stripe handles all PCI compliance.

Your Infrastructure

Onboard runs on your VPS under your domain. Nothing is hosted on Bhalekar servers. Your data stays in your environment.

SOC 2 Aligned ATO-Ready Privacy Act Compliant AES-256 Encrypted ABN Validated via ABR Stripe PCI Compliant Built in Australia
FAQ

Frequently asked questions

When does EOFY pricing end?

EOFY pricing applies to Orders signed before 30 June 2026. From 1 July 2026, standard pricing applies. EOFY pricing is locked for 24 months from your start date. You keep the EOFY rate for your initial 12-month term and your first 12-month renewal term.

Will Onboard make my practice AUSTRAC-compliant?

Onboard is software and workflow tooling that supports your practice's AML/CTF Tranche 2 preparation. It helps capture relevant data, run structured workflows, and maintain records to support your AML/CTF processes. It does not replace your professional judgement about specific clients, your AML/CTF program decisions, or your obligation to lodge reports with AUSTRAC. Compliance remains the practice's responsibility, supported by Onboard.

How is Onboard different from AML compliance software?

Most AML tools handle one thing, typically identity verification or risk scoring. Onboard is practice management software with AML/CTF workflows built in. You get client onboarding, CRM, email, task management, payments, branded client portal and team workflows alongside your AML/CTF capability. One platform, one login, one source of truth for every client.

How is Onboard hosted?

Onboard runs on your own infrastructure, typically a VPS or cloud instance you procure (we recommend specific providers and configurations during implementation). You control the hosting, security configuration, backups and data location. Bhalekar provides the software, updates, support and workflow templates.

What if I outgrow my plan?

You can upgrade at any time. We will prorate the difference for the remainder of your subscription term. The most common upgrade path is Essentials to Professional when a practice grows past five users, takes on higher-risk clients, or needs phone support and a dedicated account manager.

Do I need the Implementation service?

No. The self-serve setup wizard, knowledge base and video tutorials are designed to help practices begin setup without paid implementation. Implementation services are optional, but many Professional and Enterprise customers choose them because they want hands-on help with configuration, integrations and team training. Solo and Essentials customers can choose either self-serve onboarding or paid implementation depending on their needs.

What is the difference between Solo and Essentials?

Solo is for sole practitioners working alone, with one user, up to 50 clients, basic AML/CTF workflows, self-paced training and email support. Essentials adds multi-user capability (up to 5), KYB workflow for entity clients, full CRM and email client, branded client portal, and Xero/MYOB integration. If you have any staff or contractors, you need Essentials.

What happens when I hit my client or user cap?

We will let you know as you approach 80% of your cap. Most practices upgrade to the next tier when they hit their limit. There is no service interruption. Your existing data and workflows continue exactly as before, you just get more capacity and additional features.

Can I pay monthly instead of annually?

Onboard subscriptions are annual, paid in advance. If your situation requires quarterly billing, we can arrange that as a special term in your Order at a small uplift. Annual prepayment locks your EOFY rate for 24 months, which is the most cost-effective option.

What is included in the $1,499 / $2,500 implementation fee?

A fixed scope of up to 6 hours: kickoff call, configuration and deployment assistance, domain and branding setup, initial user-role configuration, Stripe connection, one smoke test, one handover and runbook, and one training session of up to two hours. If your needs go beyond this scope, we will quote any additional work in writing before we start.

What is the difference between the General Professional Services Rate and the Regulatory Rate?

The General rate ($99/hour) applies to ordinary additional work, including extra training, configuration changes, workflow tweaks, non-urgent remediation. The Regulatory rate ($300/hour) applies to regulatory and legal-process work, such as AUSTRAC or OAIC inquiries, audit support, subpoenas, court orders, witness statements. The two rates exist because regulatory work is a different scope and risk profile from routine technical work.

What happens if AUSTRAC asks me to provide records?

Onboard supports record retention by helping your practice maintain structured records, audit trails and evidence exports in your customer-controlled environment. Your practice remains responsible for ensuring records are retained for the required period and for deciding what information is provided to AUSTRAC or any regulator. If you need Bhalekar's involvement, such as technical explanations, data extraction support or witness statements, that work is charged at the Regulatory Rate.

Can I cancel?

Subscriptions are annual and do not auto-cancel mid-term. At the end of each 12-month term, you can give 30 days written notice of non-renewal. Refunds for partial-term cancellations are governed by clause 3.9 of the Customer Licence Agreement.

What if my practice provides services that are not subject to Tranche 2?

Onboard works as practice management software regardless of your AML/CTF obligations. The AML/CTF workflows are there if and when you need them. The practice management, client onboarding, CRM, email and payment features stand on their own. Many of our Solo and Essentials customers use Onboard primarily for practice management with AML/CTF as a future-proofing layer.

Ready to see Onboard in action?

Book a 30-minute demo with the Bhalekar team. We will walk through your practice's specific workflow, show you the AML/CTF Tranche 2 workflow support in detail, and answer any questions about pricing, hosting, or implementation.

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Built in Australia for Australian accounting and bookkeeping practices.