Done right today. Protected tomorrow.

Complete intake for every new hire and client — signatures, forms, I-9, W-9, and your custom documents in one magic link. 30-day free trial. Then $49 a month flat for the whole firm. No per-seat fees. Cancel anytime.

Try a 90-second live demo first

What kind of onboarding or compliance do you need?

Auto-rotating — click a category to pause

You'll start with packets like:

W-2 Employee Onboarding

W-4 Withholding · Photo ID · I-9 · Direct Deposit · Offer Letter · NDA · Handbook · Emergency Contact

1099 Contractor — US

W-9 · Photo ID · Contractor Agreement · NDA · Code of Conduct · Emergency Contact · I-9

Executive / Leadership

Offer Letter · Equity Agreement · Non-Compete · IP Assignment · W-4 · I-9 · Direct Deposit · +more

Included from day one:

All step types: uploads, multi-document uploads, e-signatures, forms, acknowledgments, and I-9 verification

21 starter packets, 66 steps, and 8 training presets — or build your own from scratch

Magic link access — recipients complete everything without creating an account

Upload your existing PDF — the Genie extracts each form into steps

Describe what you need in plain language — the Genie builds a complete packet

W-9 form with auto-generated PDF, plus W-8BEN, W-4, and direct deposit presets

Your logo, accent color, and name in the sender line of every email

Real-time in-app notifications, email alerts, and automated reminders

Save and continue later, read-only step review, and per-step PDF generation

Compliance package downloads and QuickBooks CSV export

Compliance dashboard — track who's current, due soon, or overdue on annual requirements

Persistent recipient directory with multi-tag audience targeting and CSV import

Step library — save reusable, versioned steps across all your packets

Audience send — send a packet to everyone matching a tag in one click

No credit card to start

30-day trial includes everything, including Pro+ training tools

Your data is yours

We don't sell it, share it, or use it to train AI models

Built by a real person

Questions? Reply to any email — it goes directly to the founder

Built by a solo founder who watched small businesses manage onboarding through email, Dropbox, and hope. No VC funding. No feature bloat. One flat price.

Also find us at onboardinggenie.ai

Start Your 30-Day Trial