GUIDEcx vs IRIS Client Onboarding

GUIDEcx8.6Visit ICIRIS Client Onboarding8.2Visit

Higher score GUIDEcx #3 in Client Onboarding Software 8.6/10 Pricing on request ✓ 0 of 6 features Visit GUIDEcx

vs

IC IRIS Client Onboarding #6 in Client Onboarding Software 8.2/10 30-day trial Free trial✓ 5 of 6 features Visit IRIS

• GUIDEcx fits best

  Teams onboarding customers through multi-step projects

• IRIS Client Onboarding fits best

  Accounting firms managing proposals and compliance checks

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Side by side

Feature	GUIDEcx 8.6/10 Visit ↗	ICIRIS Client Onboarding 8.2/10 Visit ↗
At a glance
Editor score	8.6	8.2
Ranking	#3 in Client Onboarding Software	#6 in Client Onboarding Software
Best for	Teams onboarding customers through multi-step projects	Accounting firms managing proposals and compliance checks
Pricing model	Paid	Paid
Starting price	—	£1,984.75/yr
Free plan	—	—
Free trial	—	30 days
Deployment	Cloud, Browser extension	Cloud
Platforms	Web	Web
Support	Live chat, Docs, Tickets	Email, Live chat, Phone, Tickets, Community, Docs
Compliance	SOC 2, SSO/SAML	2FA
Integrations	1,000+ integrations	7 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features GUIDEcx 0/6 · IRIS Client Onboarding 5/6
Client portal	Not checked yet	✓ (best)
Intake forms	Not checked yet	Not checked yet
Document collection	Not checked yet	✓ (best)
Workflow automation	Not checked yet	✓ (best)
E-signatures	Not checked yet	✓ (best)
Portal branding	Not checked yet	✓ (best)
Our review
Pros	Customer-specific project views show tasks, deadlines, and progress Automations, messaging, and file sharing keep project work together Premium adds risk forecasting; Advanced adds an embedded portal	Connects proposal acceptance to engagement letters and client workflows Client portal supports document collection, e-signatures and Q&A Includes AML, KYC and client ID checks with automated reminders
Cons	Quote-based pricing makes plan costs unavailable upfront No free plan or free trial AI risk features and embedded portal require higher-tier plans	Proposal Manager pricing is separate from quote-based Practice Management Pay-as-you-go Proposal Manager charges per proposal Accounting-focused features may not suit non-accounting businesses
Our verdict	GUIDEcx helps teams coordinate customer onboarding and implementation projects through a shared portal. Customers can see project plans, status, deadlines, and assigned tasks; complete or reassign tasks; exchange messages; and share files.… Read the review →	IRIS Client Onboarding brings together IRIS Elements modules for accounting practices that need to move prospects into client work. It supports proposal creation and pricing, online acceptance, engagement-letter generation, AML and client… Read the review →

Strengths and trade-offs

• GUIDEcx — where it wins

  • Customer-specific project views show tasks, deadlines, and progress
  • Automations, messaging, and file sharing keep project work together
  • Premium adds risk forecasting; Advanced adds an embedded portal

  Where it doesn't

  • Quote-based pricing makes plan costs unavailable upfront
  • No free plan or free trial
  • AI risk features and embedded portal require higher-tier plans

• IRIS Client Onboarding — where it wins

  • Connects proposal acceptance to engagement letters and client workflows
  • Client portal supports document collection, e-signatures and Q&A
  • Includes AML, KYC and client ID checks with automated reminders

  Where it doesn't

  • Proposal Manager pricing is separate from quote-based Practice Management
  • Pay-as-you-go Proposal Manager charges per proposal
  • Accounting-focused features may not suit non-accounting businesses

• GUIDEcx8.6/10 · Pricing on request

  A customer-facing project portal for coordinating multi-step implementations.

  Visit GUIDEcxFull verdict →
• ICIRIS Client Onboarding8.2/10 · 30-day trial

  Combines proposals, compliance checks, document collection and practice workflows.

  Visit IRISFull verdict →