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

727-799-1040

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.

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
Click Here to Join