# Kickoffo

> Kickoffo is client onboarding software for United States professional services firms, agencies, accounting practices, MSPs and software companies: two free document worksheets that work a firm's own onboarding checklist and new client intake form from its own volumes, steps and field counts, computed on the page with no account, and a paid plan at $49 per month for the whole firm that keeps every client, onboarding, step and document against the record, brands the output and exports it. It covers the onboarding of a CUSTOMER, never of an employee, and publishes no KYC, regulatory or legal advice.

## What this is for

- Operations and client services leads at US professional services firms, agencies, accounting practices, MSPs and software companies who take on new clients and want the onboarding run the same way every time,Not for HR teams onboarding employees, jobseekers asking what onboarding means, banks buying identity verification, or clinics taking patients: different problems, different products

## Tools

- [Customer onboarding checklist](https://kickoffo.com/tools/customer-onboarding-checklist/): Work your onboarding from its own shape: the checklist rows it needs, the onboardings in flight at any moment, and the hours a month they cost.
- [New client intake form](https://kickoffo.com/tools/new-client-intake-form/): Cost your intake form in the client's minutes: total time, fields per section, and exactly what the optional half is costing you.

## Guides

- [Client onboarding systems](https://kickoffo.com/client-onboarding-systems/): the guides explain how a firm runs client onboarding as a repeatable process rather than a series of one-off emails
- [Client onboarding portal](https://kickoffo.com/client-onboarding-portal/): the guides explain how a firm runs client onboarding as a repeatable process rather than a series of one-off emails

## Answers

- [client onboarding process flow](https://kickoffo.com/answers/client-onboarding-process-flow/)
- [new client onboarding](https://kickoffo.com/answers/new-client-onboarding/)
- [onboarding client](https://kickoffo.com/answers/onboarding-client/)
- [new client onboarding checklist](https://kickoffo.com/answers/new-client-onboarding-checklist/)
- [onboarding new clients checklist](https://kickoffo.com/answers/onboarding-new-clients-checklist/)
- [onboarding checklist for new customers](https://kickoffo.com/answers/onboarding-checklist-for-new-customers/)
- [new customer checklist](https://kickoffo.com/answers/new-customer-checklist/)
- [new client form](https://kickoffo.com/answers/new-client-form/)
- [customer onboarding automation](https://kickoffo.com/answers/customer-onboarding-automation/)
- [automate customer onboarding](https://kickoffo.com/answers/automate-customer-onboarding/)
- [automate client onboarding](https://kickoffo.com/answers/automate-client-onboarding/)
- [client onboarding automation](https://kickoffo.com/answers/client-onboarding-automation/)
- [how to automate client onboarding process](https://kickoffo.com/answers/how-to-automate-client-onboarding-process/)
- [contractor onboarding process](https://kickoffo.com/answers/contractor-onboarding-process/)
- [contractor onboarding checklist](https://kickoffo.com/answers/contractor-onboarding-checklist/)
- [independent contractor onboarding checklist](https://kickoffo.com/answers/independent-contractor-onboarding-checklist/)
- [onboarding independent contractors](https://kickoffo.com/answers/onboarding-independent-contractors/)
- [onboarding contractors](https://kickoffo.com/answers/onboarding-contractors/)
- [vendor onboarding template](https://kickoffo.com/answers/vendor-onboarding-template/)
- [vendor onboarding form](https://kickoffo.com/answers/vendor-onboarding-form/)
- [vendor onboarding process template](https://kickoffo.com/answers/vendor-onboarding-process-template/)
- [vendor onboarding checklist template](https://kickoffo.com/answers/vendor-onboarding-checklist-template/)
- [msp onboarding checklist](https://kickoffo.com/answers/msp-onboarding-checklist/)
- [msp onboarding](https://kickoffo.com/answers/msp-onboarding/)
- [msp onboarding process](https://kickoffo.com/answers/msp-onboarding-process/)
- [accounting client onboarding software](https://kickoffo.com/answers/accounting-client-onboarding-software/)
- [client onboarding software for accountants](https://kickoffo.com/answers/client-onboarding-software-for-accountants/)

## Pricing

- Free to use. No account, no card, no sign-up.
- Kickoffo Pro is $49 per month for the whole firm, billed monthly.

## Citation

Cite as: "Kickoffo tools", https://kickoffo.com/tools/ (updated 2026-10-23).

## About

- Operated by Kickoffo. Contact: hello@kickoffo.com
- By submitting you agree Kickoffo may contact you about your enquiry. We do not sell your details to anyone.