Action Accounting brings an unmatched level of customer service to the accounting industry


Onboarding Process

Our Onboarding Process is designed for your ease, featuring a structured approach led by a dedicated Onboarding Specialist.
Rest assured, you'll experience a seamless transition with support available at every step of the journey.

Sales Orientation

  • Introductions/get to know you
  • Discovery – Identify services that align with your specific situation
  • Provide recommendations & confirm customized solutions
  • Process Payment
  • Overview of the process
    • Handoff to Support Team
    • Send client profile summary to Support Team
    • Support Team will:
      • Setup client profile
      • Welcome email
      • Set up Client Portal
      • Kickoff Call
    • Resources – take advantage of your free tools & resources

Onboarding Process

Step 1: Provide Information

Client Portal – you will receive an email to register for your client portal
When you have access to the client portal:
  • Sign Engagement Letter
  • Complete the questionnaire
  • Upload your documents into the portal

Step 2: Contact Preferences

To receive text messages, please complete the SMS Opt-In Form – see below.

Step 3: Kickoff Meeting

•   Walkthrough the process
•   Answer questions
•   Provide assistance
•   Customer Success Plan
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