Onboard Ledger

🎯 This is a live demo of Onboard Ledger — all data shown is fictional.Get started →

Dashboard

Welcome, Graves & Associates

📋 Audit Trail⚙ Settings

Total Clients

5

In pipeline

Pending Compliance

2

Documents outstanding

Gate Passed

2

Ready for engagement

Completed

1

Fully onboarded

High Risk

1

Requires attention

Recent Activity

📄

Engagement Letter Generated

Sarah Mitchell

28/04/2026

Document Verified

James Okafor

27/04/2026

📬

Documents Submitted

Patricia Huang

26/04/2026

🔗

Client Invitation Sent

Robert Davies

25/04/2026

👤

Client Added

Amara Nwosu

22/04/2026

PLATFORM FEATURES

✅ Pre-engagement compliance gate

✅ Automated risk scoring

✅ Companies House verification

✅ VAT number validation

✅ Secure client portal

✅ Engagement letter generation

✅ E-signature collection

✅ Full audit trail

✅ SAR guidance for high risk