Client Onboarding, Simplified

ReadySet Client helps small businesses collect info, deliver assets, and automate onboarding – without the chaos.

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Custom Client Forms

Build beautiful digital intake forms to collect client information securely and efficiently.

Email Automation Workflows

Send personalized client emails triggered by specific actions in your onboarding workflow.

Simple Client CRM

Manage your clients and leads with easy-to-use CRM functionality built specifically for small businesses.

Integrated Payment Processing

Collect client payments and deposits seamlessly during the digital onboarding process.