We Are So Excited To Have You As A Tax Strategy Client!

Complete the five steps below in the order provided to begin your Client Onboarding process.

STEP 1 - WATCH THE ONBOARDING VIDEO BELOW 🔰

STEP 2 - COMPLETE THE CLIENT ENROLLMENT FORM 📃

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STEP 3 - SEND ACCOUNTANT'S ACCESS TO SAY YES TO PROFITS 💲

Create an accountant's access for SYTP to your QuickBooks Online account.

Send the accountant's access to Octavia Conner @ [email protected].

 

Below is a quick tutorial on how to use Octavia accountant's access.

STEP 4 - ONBOARDING CALL 🏦

You will receive a notification in your client hub (step 6) with the dates of the Onboarding Call. Please check your email for the invite link and log in to your client hub as soon as possible.

STEP 5 - SIGN IN TO YOUR CLIENT PORTAL 🔏

IMPORTANT - You will receive an email after completing steps 1 -5 to our designated client portal.

We use a software called Basecamp. Download the app on your phone.

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