Onboarding
AgencyAccess
AgencyAccess simplifies client onboarding by bundling access to ad, analytics, and ecommerce accounts into a single branded link, eliminating passwords and
AgencyAccess simplifies client onboarding by bundling access to ad, analytics, and ecommerce accounts into a single branded link, eliminating passwords and
Overview
A look at agencyaccess.co
AgencyAccess is a client onboarding platform designed for marketing agencies. It streamlines the process of granting access to client accounts across multiple platforms by providing a single branded onboarding link that clients can use to connect their accounts seamlessly.
Instead of managing access through emails, spreadsheets, and password sharing, agencies create a template selecting which platforms and permissions they need, then send a branded link to clients. Clients follow simple, platform-native permission flows to grant access, and agencies see all connections in real-time on a clear dashboard.
The platform integrates with major advertising and analytics platforms including Google Ads, Meta, Google Analytics, Google Search Console, Shopify, LinkedIn, and 25+ other platforms. It includes customization features like branding, multi-language support, and intake forms to gather client information during setup.
AgencyAccess ensures security by never storing client passwords or usernames—all access is granted through official platform APIs. Access permissions remain active even if an agency cancels their subscription.
Feature notes
- Automatic account access via official platform APIs
- Branded onboarding links with custom colors and logos
- Multi-language support for client onboarding flows
- Intake forms to collect client budgets, goals, and details
- Real-time dashboard showing account connections and permissions
- Zapier integration for workflow automation
- Support for 25+ platforms including Google, Meta, and Shopify
- Subdomain hosting for branded experience
- Persistent access even after subscription cancellation
- Step-by-step troubleshooting guides for clients
Pricing
Pricing model: Freemium
Starter: $44/month ($33/month billed annually) for 5 clients per month; Premium: $99/month ($74/month billed annually) for 15 clients per month with Zapier integration; Agency: $199/month ($149/month billed annually) for 50 clients per month then custom pricing with unlimited team members. 30-day fr
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FAQ
- 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.
- 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, making the entire onboarding process quick and seamless.
- Is AgencyAccess secure and do you store client passwords?
- Yes, AgencyAccess is secure. Client usernames or passwords are never stored; all connections are established directly through secure APIs provided by platforms like Meta and Google. All data transmitted is encrypted using industry-standard SSL encryption and complies with GDPR.
- What happens to access if I cancel my subscription?
- 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.
- 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.
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