One magic link. Every form, every signature, every upload.
See what your new hires and clients see. Then see what lands in your dashboard — and your compliance record.
- $49/month flat
- No per-seat fees
- 30-day trial, no card
- 21 starter packets
What your recipient experiences:
They get one link.
No new accounts to create. No password to remember. Just an email or text with a link they tap.
They walk through the steps in order.
Forms with smart fields. Documents to read and acknowledge. Files to upload. Signatures to sign. Each step builds on the last; nothing is skippable except by you, when you set the packet up.
They finish on any device.
Phone, tablet, laptop — it works the same way. They can pause and pick up later from the same link.
You get the data — and the compliance record.
Structured. Exportable. Already organized into the documents your business needs — including the auto-generated W-9, the signed offer letter, the I-9 records, and the CSV row that drops into QuickBooks. And every completion lands in your compliance dashboard, where annual refreshes, training renewals, and policy acknowledgments stay visible across the whole firm.
What you do — once.
Build a packet.
Start from 21 starter packets, 66 starter steps, and 8 starter training presets — all ready to use out of the box. Or describe what you need and let the Genie generate one. Or upload your existing intake PDFs and let the Genie extract them automatically.
Send the link.
Type a name and an email. Hit send. Your recipient gets an invite from your branded sender name (on Pro plans), branded with your logo and accent color.
Get the data.
Your dashboard shows where every recipient is. Get notified on completion (or on every step). Export the package, the data, or the QuickBooks CSV row whenever you need to.
Track the compliance.
Every completion lands in your dashboard. Annual handbook refreshes, harassment training renewals, certification expirations — all visible at a glance, with bulk-send to everyone who's overdue.
What's different here.
Genie document import.
Most tools start with a blank template. OnboardingGenie starts with whatever paperwork you already use. Upload your existing intake PDFs and the Genie turns them into a working packet in seconds — fields and all.
Structured W-9 data, not just a signed PDF.
When your recipient fills in their W-9, you don't get a flat scan back. You get the actual form data — name, TIN, classification, address — ready to drop into your accounting system. The PDF is generated automatically alongside it.
Flat-rate, not per-seat. Not per-employee.
Add as many team members as you need without your bill changing. Send as many packets as your business demands. Track compliance for every employee. The price stays $49/month — flat — regardless of how big your firm grows.
Training steps.
Training steps are a Pro+ step type that delivers compliance education inside the same packet as the paperwork.
Four material types: video (YouTube, Vimeo, Loom, or Wistia), slide deck (PDF upload or Genie-generated from a topic or source document), external document (PDF viewer with scroll tracking), or external link.
Completion is verified by watch percentage, slides viewed, or quiz score — your choice. The Genie can generate a complete branded slide deck in seconds, and can generate a quiz directly from any slide deck you've built. Questions accumulate in a reusable bank so quizzes stay fresh across repeat completions. Step-level completion certificates are generated automatically.
Every training completion feeds your compliance dashboard — overdue, current, due-soon — across the whole firm, year after year. Learn more about training management →
Common questions about how OnboardingGenie works
Quick answers to the questions people ask most.
How does OnboardingGenie work?
OnboardingGenie sends one magic link to your new hire or client. They open it, walk through every form, upload, and signature in the order you set, and finish on any device. Their data lands in your dashboard — structured, exportable, audit-ready. The compliance dashboard then tracks annual refreshes, training renewals, and policy acknowledgments across every employee, year after year.
How does an OnboardingGenie recipient complete their packet?
The recipient gets one link by email or text. No account or password needed. They tap the link, complete each step in order — forms, document acknowledgments, file uploads, signatures — and can pause and resume on any device. The same flow works for first-time onboarding packets and for annual compliance refreshes.
How do I send a packet to a new hire or client?
Pick a starter packet (or build your own from PDFs the Genie reads), type a name and email, and hit send. Your recipient gets an invite branded with your logo, accent color, and sender name on Pro plans. To send the same packet to a whole group — say, an annual compliance refresh to every employee tagged "employee" — use audience send and the Recipients directory.
What kinds of steps can an OnboardingGenie packet include?
Forms with smart fields (W-9, custom intake, I-9 Section 1 and Section 2), document signatures (offer letters, contractor agreements), file uploads (IDs, certifications), document acknowledgments (handbooks, AI use policies, anti-harassment policies, security policies), reference documents recipients only need to read, and structured government forms (W-4, W-8BEN) that auto-render onto the IRS-correct PDF.
Does OnboardingGenie work on mobile?
Yes. The recipient experience is built mobile-first. Phones, tablets, and laptops all work the same way. Recipients can pause mid-step on one device and pick up on another using the same magic link.
How long does it take to set up my first packet?
Under five minutes if you start from one of 21 starter packets, 66 starter steps, and 8 starter training presets — all ready to use out of the box. A few minutes more if you upload existing intake PDFs and let the Genie extract them. Custom packets from scratch typically take 15–30 minutes for a four-to-six-step flow.
How does the compliance dashboard work?
Every step a recipient completes lands in a completion ledger. Compliance items defined at your org level (annual handbook ack, harassment training every year, certifications expiring on a schedule) cross-reference the ledger to compute who is current, due-soon, and overdue. Bulk-send to everyone overdue in one click. Export the ledger as CSV or download a branded PDF report — individual employee profiles, per-item reports, or a full fleet summary with completion percentages — ready to hand to an auditor.
How is OnboardingGenie different from BambooHR or Rippling?
BambooHR, Rippling, Gusto, and similar tools are full HRIS platforms — they bundle payroll, benefits, performance management, and compliance for $108–$279+ per month plus per-employee fees. OnboardingGenie is just the onboarding and compliance piece, without the HRIS overhead, at a flat $49/month. If you already have payroll handled (or do not need it), OnboardingGenie is meaningfully less expensive and focused on the workflow that small firms find painful.
Done right today. Protected tomorrow.
Start your 30-day trial. No credit card required. No per-seat fees.