Services / Group onboarding
Plan your practice setup and handover
Group onboarding enquiries start with the practice setup. Discuss configuration, templates, loading clients, go-live and handover.
A practical approach
Start with your practice.
Build from there.
Discuss the scope, responsibilities and timing before setup begins. Service arrangements remain to be agreed.
Kick-off and configuration
Agree the practice details and configuration.
Template setup
Set up engagement templates for the practice’s work.
Load clients
Prepare and load the clients for the initial setup.
Go-live
Review the setup for go-live.
Handover
Hand control of the workspace to the practice.
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.