Whether you’re an SME setting up your own account, or an accountant/bookkeeper creating accounts for clients, our onboarding process is designed to be simple, clear, and efficient.
After clicking Get Started, you’ll be redirected to the sign-up page where you register as either an accountant or a business, create your account, and set your password. Once confirmed, you’ll be taken to the set-up guide to complete your application in five easy steps.
The 5-Step onboarding process
1. Company details: Enter your business information (name, address, website, etc.) so we can set up your account correctly.
2. Directors: Add directors and select the applicant director, who makes the final sign-off. The applicant must be an active director.
3. Company ownership: Provide details of Ultimate Beneficial Owners (UBOs) - anyone owning 25% or more - including ownership percentages.
4. Identify verification: We collect ID information for the applicant director and UBOs. If needed, you can send requests so they can upload it themselves.
5. Review & submit: Check the application, edit if needed, and submit.
Applicant directors can submit directly.
Accountants/bookkeepers send it to the director for final sign-off via email.
When will I receive an update?
Once your application is submitted, it will be reviewed through standard KYB checks by our banking partner. Activation times can vary - some accounts are approved instantly, while others may take up to 48 hours.
If we need any additional information to complete the setup, we’ll reach out to you directly. In the meantime, sit back and relax - you’ve done your part, and we’ll take it from here. We’ll be in touch if anything else is needed.