IRIS Client Onboarding vs Riddil

ICIRIS Client Onboarding7.6Visit Riddil7.0Visit

Higher score IC IRIS Client Onboarding #3 in Client Onboarding Software 7.6/10 From £8 · 30-day trial ✓ 5 of 6 features Visit IRIS

vs

Riddil #8 in Client Onboarding Software 7.0/10 From $29/mo · 14-day trial ✓ 6 of 6 features Visit Riddil

• IRIS Client Onboarding fits best

  Accounting firms managing proposals and compliance checks

• Riddil fits best

  Small teams requesting client files and signatures

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Side by side

Feature	ICIRIS Client Onboarding 7.6/10 Visit ↗	Riddil 7.0/10 Visit ↗
At a glance
Editor score	7.6	7.0
Ranking	#3 in Client Onboarding Software	#8 in Client Onboarding Software
Best for	Accounting firms managing proposals and compliance checks	Small teams requesting client files and signatures
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	—	—
Free trial	—	—
Free trial length	30 days · no card needed	14 days · no card needed
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email
Compliance	2FA	2FA
Integrations	7 integrations	5 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features IRIS Client Onboarding 5/6 · Riddil 6/6
Client portal	✓	✓
Intake forms	Not published	✓ (best)
Document collection	✓	✓
Workflow automation	✓	✓
E-signatures	✓	✓
Portal branding	✓	✓
Our review
Pros	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	Clients can submit files, data and signatures through links without logging in. Reusable requests, timed reminders and submission review support repeat workflows. Secure delivery includes view and download tracking, with a REST API available.
Cons	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	There is no free plan; the monthly plans start at $29. Google Drive, Dropbox and Slack integrations are listed on Business, not Starter. Custom pricing uses tailored seat counts and storage rather than a fixed listed price.
Our verdict	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 →	Riddil gives professional-services teams a branded web portal for requesting information, files and signatures from clients, then reviewing submissions and delivering documents. Its no-login links are intended to reduce friction for… Read the review →

Strengths and trade-offs

• 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

• Riddil — where it wins

  • Clients can submit files, data and signatures through links without logging in.
  • Reusable requests, timed reminders and submission review support repeat workflows.
  • Secure delivery includes view and download tracking, with a REST API available.

  Where it doesn't

  • There is no free plan; the monthly plans start at $29.
  • Google Drive, Dropbox and Slack integrations are listed on Business, not Starter.
  • Custom pricing uses tailored seat counts and storage rather than a fixed listed price.

• ICIRIS Client Onboarding7.6/10 · From £8 · 30-day trial

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

  Visit IRISFull verdict →
• Riddil7.0/10 · From $29/mo · 14-day trial

  A focused client portal for collecting files and signatures, from $29 per month.

  Visit RiddilFull verdict →