Stop chasing clients for onboarding paperwork

Kickoff Portal sends your client one link. They upload files and answer questions on their own time — you just watch the checklist fill in.

One link, not five emails

Send a single private link. Your client sees exactly what's still outstanding — no login, no confusion.

Files and answers in one place

Contracts, brand assets, and quick-answer questions all live in the same checklist, tracked automatically.

It nudges them for you

Stale checklists get an automatic reminder email. You stop being the one who has to chase.

Simple pricing

Starter

$19/mo

Up to 3 active client portals.

Pro

$49/mo

Unlimited active client portals.

Try it free for 14 days