Optimize user onboarding with our self-serve solution, empowering your clients to connect accounting systems, share billing info, and invite teams on their terms!
Eliminate wait times and inaccuracies with our user-friendly platform. Your clients can now independently onboard, choosing their preferred accounting system, while ensuring all data is accurately recorded in one place. Experience a time-saving, error-free process that puts you in control
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Bid farewell to delays with our streamlined onboarding. Boost efficiency and reduce time delays for seamless client integration.
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Stay in the loop at every step with real-time status updates, enabling you to monitor the progress of client onboarding activities and promptly address any potential issues.
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Enable your clients to initiate swift and efficient communication from the outset by inviting their teams to collaborate with just a click.
Effortlessly connect multiple organizations, consolidating them into a unified platform for enhanced convenience and centralized management. By enabling your clients to self-onboard, experience a time-saving solution that allows you to efficiently manage and oversee multiple organizations from a centralized platform.
Empower your clients to integrate their accounting systems seamlessly – whether it's Xero or QuickBooks – or choose the manual upload option. By allowing clients to take charge of integration, everything is centralized on one platform, bidding farewell to the hassle of hunting down Excel and Word files.
Your clients need billing details from a colleague? They can effortlessly invite them for quick access. Simplify teamwork with shared access to the organization, ensuring everyone can collaborate seamlessly. By empowering your clients to self-onboard, you not only enhance their experience but also save valuable time in the collaborative process.
Discover all the features that make onboarding a
breeze with our year-end platform.
