Onboarding
Ready to Start? Let's do it together
We want to make sure you're getting the most of Exacc - so let's go through the one-off tasks and configuration together
Session 1: Get Started
First e-meeting covers your specific requirements and working environment. We walk through all features so you know what is available and what might be useful for you. We will also configure your home file, so you can start using Exacc right away
Session 2: Get Efficient
Once you get familiar with the basics, let's catch up again and go through your experience so far, review and improve your efficiency with the daily tasks, and consider other available features to boost your productivity
What to prepare
If applicable, have these ready:
- Business Name, ABN and address
- Business e-mail and contact phone number
- Bank details for payments of income / payroll etc.
- Logo in JPG, PNG or other ready-to-display format
- Copy of your recent invoice to a customer or your desired layout
- Tax agent number
Our sessions
- Each session is conducted by an experienced customer service officer and bookkeeper, who uses Exacc daily - so you get hands-on guidance
- Meetings are conducted over MS Teams or other means, and we will share screen to get the most out of the sessions
- You can still reach out on Chat any time to get quick answers
- Send us an e-mail or ping us on chat with your contact details - we will contact you to schedule the sessions at a time that works for you
Book your onboarding sessions
Reach out and we will schedule both sessions at a time that works for you
Contact Us