Onboarding Made EZPZ
Your journey to streamlined accounting and document management starts here.
Get StartedSimple Steps to Onboarding
Follow our easy process to get your system up and running.
1
Service Agreement & Payment
Formalize our partnership with a simple digital agreement and initial payment setup.
2
Access to Accounting Data
Securely connect your existing systems so we can begin the integration process.
3
Document Submission
Send outstanding documents via our domestic PO Box—either mailed or scanned.
4
Address Changes
We provide full assistance with any required address changes for your invoicing needs.
5
System Setup
Our team handles all digital data entry and performs a comprehensive system setup.