Agency Onboarding Software
Dedicated onboarding software replaces the patchwork of Google Forms, Loom videos, and email templates most agencies rely on. AgencyAccess is purpose-built for marketing agencies that need to collect platform access, client information, and account permissions in one repeatable flow.
Obtaining account access is frustrating and time consuming
Before any real work can begin, your agency needs access to a client's Google Ads, GA4, Meta Business Manager, Shopify, and often five or six more platforms on top of that. Each platform has its own access flow, its own permission model, and its own set of things clients get confused by. What should take a day stretches into weeks of emails, Loom videos, and calls.
Without AgencyAccess
- You write separate instructions for each platform - and rewrite them every time Google or Meta updates their UI
- Clients complete one platform but forget the rest, so you follow up individually for every missing account
- Nobody on your team knows which clients are fully connected and which are stuck halfway through
- Your account managers spend their first weeks doing tech support instead of strategy work
- There's no way to measure how long access collection takes or where clients get stuck - so nothing improves
With AgencyAccess
- One guided flow covers every platform - clients connect Google Ads, Meta, Shopify, and more in a single session
- The tool tracks what's connected and what's missing, so your team doesn't chase access manually
- A shared dashboard shows onboarding status across every client - visible to your whole team
- Account managers start doing real work from day one because access collection is already handled
- You can track completion rates and time-to-access - and actually fix the parts that slow things down
What to look for in agency onboarding software - and how AgencyAccess delivers
Platform access collection that actually works
The core job of onboarding software is getting access to client accounts without the back-and-forth. AgencyAccess supports 25+ platforms - Google Ads, GA4, Meta, Shopify, TikTok, LinkedIn, and more. Your client follows a guided flow using each platform's official permission system. No passwords, no screenshots, no manual instructions to maintain.
Branded experience your clients trust
Generic tools make your agency look like it's still figuring things out. AgencyAccess lets you add your logo, brand colors, and a custom subdomain so onboarding feels like part of your agency - not a third-party tool your client has never heard of. You can also add intake questions to collect budgets, goals, and context alongside access.
A dashboard your whole team can use
Onboarding software is only useful if your team can see what's happening. AgencyAccess gives you a shared dashboard showing every client, every platform connection, and every gap - in real time. No more asking around in Slack to find out if a client has granted Meta access yet.
No more juggling separate instructions for each platform
AgencyAccess connects to the platforms agencies actually use - ad accounts, analytics, ecommerce, CRM, and email marketing. All collected in one flow.
Plus TikTok, LinkedIn, Pinterest, Snapchat, HubSpot, Klaviyo, Mailchimp, and more. See all integrations. See all integrations →
Trusted by 500+ Agencies What agencies say after switching from DIY onboarding
Tom van Bodegraven
Teamlead SEA @ Endeavour
AgencyAccess is such a handy tool. It's made getting access to client accounts so much easier. Just send them a link, and that's it. No more endless emails or chasing people for access. Saves a ton of time and hassle.
Ruben Runneboom
Co-founder @ Taskforce Agency
AgencyAccess made our onboarding faster and easier. Saves us hours a week, and our clients love it!
Start onboarding clients faster
Send one link, collect access automatically, and start work faster.
