Onboard clients in seconds with 1-click onboarding

Client Onboarding Software for Marketing Agencies

Send one link to get access to every client ad, analytics, social and ecommerce account. No shared passwords. No Zoom walkthroughs. No chasing people for weeks.

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Your Agency needs access

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Google
Google 2 services
Meta
Meta 1 service
The Problem

The old way of getting client access is a mess

If you run a marketing agency, you already know how painful client onboarding can be.

Manual onboarding process
What onboarding looks like without AgencyAccess
Endless email threads with screenshots, CC'd execs, and "can you try again with this email?"
Explaining Google Ads, GA4, Meta, and Shopify access on calls instead of doing actual campaign work.
Waiting days or weeks for "the person with admin access" to finally log in.
Tracking it all in spreadsheets and Notion docs and hoping you didn't miss a permission.
Alternative solutions
The "solutions" that still don't solve it
Loom videos nobody watches all the way through.
Overpriced "portals" that still force you into their rigid process.
Custom onboarding docs that break the moment a platform UI changes.
The Solution

Meet AgencyAccess: a single link for every client permission

AgencyAccess connections

AgencyAccess lets you create a branded onboarding link that collects all the access you need — across Meta, Google Ads, GA4, Google Search Console, LinkedIn, TikTok, Shopify, and more — in one guided flow.

Your client clicks a link, follows simple platform-native prompts, and you get a clear dashboard showing exactly which accounts are connected and what's still missing.

No generic "portal," no shared passwords, and no risk of losing access if you stop using AgencyAccess.

Key Features

How AgencyAccess replaces your onboarding chaos

Three core capabilities that reverse the biggest pains in client onboarding.

🔗

One link for all client accounts

Bundle all the accounts you need—Meta, Google Ads, GA4, Google Search Console, LinkedIn, TikTok, Shopify, and more—into a single onboarding link.

  • Clients connect everything in one sitting.
  • Use the official platform permission flows they already trust.
  • See access appear in real time instead of piecing it together from scattered emails.
🎨

A branded, idiot-proof client experience

Make onboarding feel like part of your own process instead of yet another vendor tool.

  • Put your logo, colors, and copy on the onboarding page.
  • Localize the flow per client with multi-language support.
  • Add an intake form to collect budgets, goals, URLs, and context while they're already in setup mode.
📊

A clear dashboard and plug-and-play automations

Get the visibility and control you never had with email-first onboarding.

  • See every client, every account, and every missing permission in one place.
  • Use Zapier to trigger workflows when onboarding is complete.
  • Keep access even if you cancel AgencyAccess—permissions live in the platforms until your client revokes them.
How it works

Start onboarding new clients in 3 steps

1
Set up your template

Set up your template

Choose which platforms and permissions you typically need for a new client. Save it as an onboarding template so your team isn't starting from scratch each time.

2
Send your branded link

Send your branded link

Share the link from AgencyAccess, your CRM, or your proposal tool. Clients walk through a dead-simple flow that explains exactly what to click and which account to connect.

3
Track and manage access

Track and manage access

Watch accounts roll in on your dashboard, spot what's missing, and adjust permissions over time without more "hey, can you add us to…" emails.

How It Fits

Where AgencyAccess fits into your client onboarding

Most agencies follow the same onboarding flow: 1) kickoff, 2) gather info, 3) get access to client ad and analytics accounts, 4) launch campaigns.

Step 3 is always the slowdown. It's where teams google things like "how to give access to a Google Ads account" and then email step-by-step instructions to their clients.

The old way
  • Explaining how to give access to Google Ads, GA4, Meta, LinkedIn, TikTok, or Shopify.
  • Troubleshooting permissions, roles, and account IDs over email or Slack.
  • Chasing missing accounts across multiple threads and tools.
  • Jumping on screenshares just to guide clients through platform UIs.
The new way with AgencyAccess
Send one link. Clients connect all their ad and analytics accounts in one guided flow — no passwords, no instructions, no back-and-forth.

AgencyAccess handles the entire access collection step so you can move from onboarding to execution faster.

Google Ads
Google Analytics
Google Tag Manager
Google Search Console
Google Merchant Center
Meta Ads
Facebook Pages
Instagram
TikTok Ads
LinkedIn Ads
Pinterest Ads
Snapchat Ads
Google Ads
Google Analytics
Google Tag Manager
Google Search Console
Google Merchant Center
Meta Ads
Facebook Pages
Instagram
TikTok Ads
LinkedIn Ads
Pinterest Ads
Snapchat Ads
500+ Agencies
Have already fixed their onboarding with AgencyAccess
10K+
Clients onboarded
50+
Hours saved per agency
20+
Platforms supported
Tom van bodegraven
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
Ruben Runneboom
Co-founder at Taskforce Agency
★★★★★

AgencyAccess made our onboarding faster and easier. Saves us hours a week, and our clients love it!

Integrations

Works with the tools your clients already use

Connect the platforms your clients live in every day and manage access from one place.

Secure by design
  • No client usernames or passwords are ever stored.
  • All access is granted via official platform APIs.
  • All data is encrypted in transit and handled in line with GDPR.
You keep access even if you cancel

Permissions live inside the platforms themselves, so access remains until your client revokes it. Cancelling AgencyAccess won't break your live campaigns.

FAQs

Customization

Can I customize the onboarding process for my clients?

AgencyAccess offers extensive customization options, including multi-language support and branding features.

This ensures a tailored experience for your clients, allowing you to align the process with your agency's brand.

General Information

What is AgencyAccess, and how does it work?

AgencyAccess is a tool designed to streamline client onboarding by sending a single link to connect accounts.

It simplifies workflows and eliminates the need for back-and-forth access requests, making it more efficient for agencies and clients.

Integrations

How does the Zapier integration work?

Zapier integration lets you connect AgencyAccess with over 2,000 apps to automate workflows without coding

You can set up triggers so that events in AgencyAccess.co initiate actions in other applications, streamlining your processes and reducing manual tasks. We offer free assistance from an automation expert to help you set up these integrations effectively. (Note: Zapier integration and expert assistance are available in our Pro and Agency plans.)

Which platforms can I connect with AgencyAccess?

AgencyAccess supports integrations with Meta, Google Ads, and other major platforms, with more being added regularly.

Click here to see the full list of supported platforms.

Onboarding

How long does it take to onboard a new client with AgencyAccess?

It only takes a few minutes! Once your client receives the link, they can connect their accounts in just a few clicks.

The entire onboarding process is quick and seamless, saving you time and effort.

Can I use AgencyAccess for multiple clients simultaneously?

Yes, AgencyAccess is built for scalability, allowing you to manage onboarding for multiple clients at once.

This makes it easy to scale your agency's onboarding process as your client base grows.

What if my clients get stuck during the onboarding process?

AgencyAccess provides step-by-step guides to troubleshoot common issues, such as adding your agency's domain to Google before granting access.

Our support team is also available to assist directly if needed, ensuring your clients' onboarding is seamless.

What if my client does not have a Business Manager?

No Business Manager? No problem! AgencyAccess can help create a Business Manager for your client through our automated systems.

This ensures a smooth and hassle-free onboarding process even if your client doesn't have one.

Security

Is AgencyAccess secure?

Yes, AgencyAccess is secure.

We do not save your clients' usernames or passwords; all connections are established directly through secure APIs provided by platforms like Meta (Facebook, Instagram) and Google. This means sensitive information is never exposed, and all data transmitted is encrypted using industry-standard SSL encryption. We comply with data protection regulations like GDPR to ensure all data is handled responsibly.

Subscription

Do I lose client access if I cancel my subscription?

No, you will not lose access to your clients' accounts if you cancel your subscription.

Since access permissions are granted directly via official APIs, the established connections remain active even if you stop using AgencyAccess.co. Only your clients can revoke access by changing their permissions on the respective platforms, ensuring your ongoing projects aren't disrupted.

What happens if I hit my plan limit?

We will not automatically bill you or upgrade your plan without your consent

You'll need to wait until your limit resets at the start of your next billing cycle—monthly or annually, depending on your plan. Alternatively, you can manually upgrade your plan at any time to gain immediate access to higher limits.

How does the 30-day trial work?

The free trial gives you access to all premium features on paid plans for 30 days, with no credit card required.

After the trial, you can choose to subscribe or continue on the free plan, depending on your needs.

Support

What kind of support is available if I encounter issues?

We offer 24/7 support through live chat and email.

You can also connect with our team for a personalized demo to guide you through any challenges.

Add AgencyAccess to your onboarding flow

Stop losing days to onboarding chaos. Send one link, get everything you need, and start doing the work clients actually pay you for.

Reviewer Reviewer Reviewer Reviewer Reviewer
★★★★★
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