---
title: CLIENT ONBOARDING + KYC Reviews
meta_title: 'CLIENT ONBOARDING + KYC Reviews 2026: Details, Pricing, & Features |
  G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CLIENT ONBOARDING + KYC works for a business like yours.
date_modified: '2026-08-18'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# CLIENT ONBOARDING + KYC Reviews
**Vendor:** Dye & Durham  
**Category:** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)





- [View CLIENT ONBOARDING + KYC pricing details and edition comparison](https://www.g2.com/products/client-onboarding-kyc/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-23+06%3A32%3A28+-0500&secure%5Bsession_id%5D=d1457ddf-c240-4426-9cd8-7606f3911421&secure%5Btoken%5D=9d8f0a69849ef8092a46bd2b7b99a75c1f63e2090f249f98a75d035ee2bf2269&format=llm_user)

## CLIENT ONBOARDING + KYC Features
**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Customer Engagement**
- Portal
- Customer Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

## Top CLIENT ONBOARDING + KYC Alternatives
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,597 reviews)
  - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (944 reviews)