Onboarding checklist
What to gather before we start
Tick items off as you go. Your ticks stay in this browser only.
Demonstration. Ticks are saved on this device only and are not sent to anyone.
01
Access
Group complete
02
Bank and cards
Group complete
03
Sales and purchases
Group complete
04
Payroll
Group complete
05
Past records
Group completeA note on security
Never email passwords or tax file numbers. In a real practice, use the secure method your bookkeeper gives you.
Next step
Got most of it?
Send what you have. A first call works fine with a partly ticked list.
Demonstration site. The enquiry form does not send.