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Frequently Asked
Questions
Quick answers to common questions about PrismOnboard
How do I get started with PrismOnboard?
Sign up for a free 27-day trial, choose a workflow template, customize it to your needs, and invite your first client. No credit card required to start.
Can I customize the client portal with my branding?
Yes! You can add your logo, brand colors, custom domain, and personalized welcome messages to create a fully branded experience for your clients.
What integrations does PrismOnboard support?
PrismOnboard integrates with popular tools like Stripe for payments, Zapier for automation, and major email platforms. Check our documentation for a full list of integrations.
Is my client data secure?
Absolutely. We use bank-level encryption, regular security audits, and comply with GDPR and other data protection regulations to keep your client data safe.
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time. No long-term contracts or cancellation fees. Your data remains accessible for 30 days after cancellation.
Do you offer onboarding support?
Yes! We provide comprehensive onboarding resources including video tutorials, documentation, and personalized support to help you get up and running quickly.