We’re delighted to be working with you
Welcome
STEP 1
Let’s get up and running!
Watch our official welcome video to see what happens now you’ve signed your proposal.
STEP 2
What to expect from the onboarding process
See what it’s store for the coming months.
Onboarding
Kick Off!
Training
Begins
Getting
Stuck In
Check In
Focus On You
STEP 3
Complete your onboarding form
We’ve compiled all the information we need from you into one form. Completing this new client form allows us to begin working together securely and seamlessly. If we get these details squared away now, we have everything we need to set you up on our systems and kick start your services.
STEP 4
We'll take over
Your account manager will be in contact soon to start working for you.
Let’s get you excited about the switch to Xero.