OnRamp vs IRIS Client Onboarding

OnRamp8.9Visit ICIRIS Client Onboarding8.2Visit

Higher score OnRamp #1 in Client Onboarding Software 8.9/10 Pricing on request ✓ 0 of 6 features Visit OnRamp

vs

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

• OnRamp fits best

  B2B teams managing structured customer onboarding

• IRIS Client Onboarding fits best

  Accounting firms managing proposals and compliance checks

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Side by side

Feature	OnRamp 8.9/10 Visit ↗	ICIRIS Client Onboarding 8.2/10 Visit ↗
At a glance
Editor score	8.9	8.2
Ranking	#1 in Client Onboarding Software	#6 in Client Onboarding Software
Best for	B2B teams managing structured customer onboarding	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	Cloud
Platforms	Web	Web
Support	Email	Email, Live chat, Phone, Tickets, Community, Docs
Compliance	SOC 2, GDPR, HIPAA, SSO/SAML, 2FA	2FA
Integrations	8,000+ integrations	7 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features OnRamp 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	Branded portals with reusable playbooks and conditional workflows Salesforce and HubSpot synchronization plus broad integrations Completion, bottleneck, velocity, and time-to-onboard reporting	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	No self-serve free plan or trial Contact-sales purchasing with customized plans Email is the listed support channel	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	OnRamp is a cloud customer onboarding platform for B2B post-sales teams, customer success groups, and implementation organizations. It gives customers personalized onboarding plans, assigned tasks, milestones, timelines, and progress… 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

• OnRamp — where it wins

  • Branded portals with reusable playbooks and conditional workflows
  • Salesforce and HubSpot synchronization plus broad integrations
  • Completion, bottleneck, velocity, and time-to-onboard reporting

  Where it doesn't

  • No self-serve free plan or trial
  • Contact-sales purchasing with customized plans
  • Email is the listed support channel

• 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

• OnRamp8.9/10 · Pricing on request

  Structured onboarding with branded portals, workflow automation, CRM sync, and reporting.

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

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

  Visit IRISFull verdict →