White‑Glove Onboarding & Support

Skip the guesswork. We configure your system, migrate data, train your team, and provide proactive support so your firm runs smoothly from day one.

Why does white‑glove onboarding matter for accountants?

Your busy season never really ends. A guided rollout prevents downtime, protects data, and gets the whole team productive faster — without pulling you off client work.

Key Benefits

• Launch quickly with proven checklists and hands‑on configuration.
• Protect data integrity with careful migration and validation.
• Raise adoption through role‑based training and simple guides.
• Stay supported with proactive help and regular optimization.

What exactly do we set up for your firm?

1. Branding and domains. Logos, colors, domains/subdomains, favicons.
2. Channels and calendars. SMS, email, chat, phone routing, booking flows.
3. CRM & pipelines. Fields, stages, tags, assignment rules, automations.
4. Website & funnels. High‑converting pages and lead capture forms.
5. Compliance & security. Access, retention, and permissions aligned to policy.

See our onboarding checklist for recommended assets and credentials to have ready.

How do we train your team for adoption?

• Role‑based live sessions for admins, ops, and practitioners.
• Short video walk‑throughs and printable quick‑start guides.
• Office hours during the first month for Q&A and fine‑tuning.

What ongoing support can your firm expect?

• Priority email support with knowledgeable specialists.
• Scheduled check‑ins to review KPIs and suggest improvements.
• Access to a living knowledge base and change‑log updates.

What is the next step?

Tell us your timeline, tools, and goals. We’ll map an onboarding plan, handle the heavy lifting, and keep your team supported every step.