360Onboard is an onboarding platform for businesses that want to bring client or employee setup into a single branded process. It combines forms, e-signatures, payment collection, file requests and account-access steps in a flow shared through one personalized link. Its AI copilot can create onboarding flows from a prompt, voice input or an uploaded PDF, while custom branding and domain options let businesses present the process as their own. The product is especially relevant to agencies and service providers that coordinate several setup tasks before work begins.
Key features
A single flow for onboarding tasks
A flow can combine contracts, questionnaires, payment collection and document uploads. The forms support conditional logic, and the page describes the built-in e-signatures as legally binding. Payments can be collected through an embedded Stripe checkout, with one-time and subscription payments supported. The aim is to reduce the need to send clients across separate tools and follow up through multiple emails.
The same approach can be used for employee onboarding. The product page lists paperwork, training and tool access among the steps that can be organized for new hires. A client and employee directory with deduplicated contacts is also described.
Account access for agency work
For agencies, 360Onboard includes a way for clients to grant access to services such as Google Ads, Google Analytics, Google Tag Manager and Google Merchant Center. The page also names Meta/Facebook and Shopify, along with more than 15 additional platforms. For services that do not allow OAuth, it offers guided deep links instead. This can bring access setup into the onboarding sequence, rather than treating it as a separate task.
AI-assisted flow creation
Users can describe the process they need and ask the AI copilot to assemble a flow. The page also says it can read an uploaded PDF, such as an existing contract or SOP, and accept voice input to draft a flow. This may help teams turn existing onboarding materials into a structured process, though the product page does not detail how much editing or review the generated flow may need.
Branding and integrations
Businesses can apply their logo and colors, use a custom domain, and send white-label emails and reminders. Listed integrations include Stripe, PayPal, Twilio SMS, webhooks and an API, as well as the advertising, analytics and commerce platforms mentioned above. The page also describes connecting 360Onboard to Claude through an MCP server.
Who it is for
The product is designed for marketing and creative agencies, freelancers, consultants, solopreneurs, coaches and service businesses. It may be a useful fit when onboarding involves several repeatable steps—such as collecting a signed agreement, intake information, a deposit, brand assets and account access—and the business wants those steps presented in a consistent branded flow. Teams can also use it for new-hire paperwork, training and access setup.
Businesses with simple onboarding needs may not need a dedicated platform for all of these tasks. The value is more apparent when several steps or different types of information need to be coordinated for each new client or employee.
Limitations
Account access is not described as a universal one-click OAuth connection. For platforms that do not permit OAuth, 360Onboard uses guided deep links, so the access process can differ by service. The product page does not explain the precise supported-platform list beyond naming several services and stating that 15+ more are available. It also does not provide independent customer reviews or detailed examples of completed workflows, making it difficult to assess the experience in practice from the page alone.
Verdict
360Onboard brings onboarding administration and account access together in a branded workflow, with AI-assisted setup as an additional way to build flows. Its combination of forms, signatures, payments, file collection and platform access is well suited to agencies and service businesses managing repeatable client handoffs, while employee onboarding broadens its use beyond customer setup. The main point to consider is that account-access steps vary depending on whether a platform allows OAuth, and the available product information does not offer much evidence about real-world user experience.
