Getting Started
Step 1 - Start Onboarding
Step 3 - Sign into Client Portal
Step 2 - Sign Service Agreement
CLICK HERE TO BEGIN ONBOARDING
After you've received your custom quote, it's time to begin onboarding. It's okay if you don't have everything that we are requesting yet. Just complete what you can and whatever you don't have, we will help you with. That's what we're here for.
Step 2 - Sign Service Agreement
Step 3 - Sign into Client Portal
Step 2 - Sign Service Agreement
Shortly after you complete the onboarding form, you'll receive your service agreement via DocuSign. Be sure to sign as soon as possible so we can activate your client portal and start introducing you to your dedicated back-office team.
Step 3 - Sign into Client Portal
Step 3 - Sign into Client Portal
Step 3 - Sign into Client Portal
Once you've signed your service agreement, you, and the members you've outlined to also have access can expect an invite to register for your client portal. Once logged in, you will see a task list on your dashboard with post onboarding deliverables.