On-boarding Process

Onboarding process

Our on-boarding process is super easy, as easy as 1-2-3. 

Sign a contract

Digital signature - Using your phone, tablet or laptop

Accountant introduction

Email your accountants and CC us in - That's It.

Account setup

We get all information directly from your accountant and setup your account.

Sign a contract

Digital signature - Using your phone, tablet or laptop

Account Manager

Your account manager email you for required info.

Account setup

We setup your account within a week of receiving the information in full.

Onboarding process

Our on-boarding process is super easy, as easy as 1-2-3. 

Sign a contract

Digital signature - Using your phone, tablet or laptop

Accountant introduction

Email your accountants and CC us in - That's It.

Account setup

We get all information directly from your accountant and setup your account.

Sign a contract

Digital signature - Using your phone, tablet or laptop

Account Manager

Your account manager email you for required info.

Account setup

We setup your account within a week of receiving the information in full.