Parallel Appsumo: Automate client onboarding with secure, centralized doc management. You’d have better luck wrangling sheep than getting clients to finish their onboarding paperwork on time. When your back-office team is manually onboarding clients, the entire process just drags on for way too long, across way too many email threads.
With Parallel, you have everything you need to streamline back-office onboardings and scale up your customer or client base. Get the ball rolling with customizable templates for processes like KYC requirements, NDAs, and SEPA mandates—or create dynamic checklists from scratch. Even with templates, you can still add your own form fields and set up conditional decision steps using visual, no-code text blocks. Templates include all the required documents and introductory email copy, so you can send the paperwork over to your client in a snap.
Clients can sign paperwork with integrated signature providers inside auto-generated client portals, which are secured by two-factor authentication. Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress. Once the documents are fully executed, you can download and save everything as a PDF file or ZIP folder. No more organizing, renaming or searching for client files.
If a client rejects a change or has questions, they can leave notes directly in the platform, eliminating endless back-and-forth emails. You can even include internal notes to keep everything organized in one place for your teams. Forget about chasing your clients over information and paperwork! Parallel lets you arrange an automated schedule to send reminders to clients who are slow to reply.
Parallel also helps your back-office teams work smarter with flexible internal collaboration tools that keep track of progress. Build an automated workflow that assigns tasks to specific team members whenever a project kicks off or a certain step is completed. Your teams can leverage the platform’s API or Zapier integration to access thousands of apps and create even more robust processes.
Automating your client onboarding and back-office tasks saves you so much time in the long run. Parallel automates every step of client onboarding, making it easy to keep track of progress with built-in comments and flexible workflows.
Plans & features
Lifetime access to Parallel
All future Pro Plan updates
No codes, no stacking—just choose the plan that’s right for you
You must activate your license within 60 days of purchase
Ability to upgrade or downgrade between 4 license tiers
Only for new Parallel users who do not have existing accounts