Onboarding

Invoice and payment details in onboarding

One less email to dig for when getting started.

The first thing new customers see in onboarding is now their invoice and payment details, with a button that takes them straight to payment.

Once the first invoice is paid, the billing details are hidden from the onboarding view.

More onboarding updates

See all 6
  1. Automatic onboarding remindersA gentle nudge to finish setup so filing can start sooner.
  2. Registration ID and PIN validation in onboardingCatch typos up front instead of finding out at filing time.
  3. Onboarding specialist intro videosA personal start that puts a face to the person helping you get set up.
  4. Onboarding auto-saveNo lost progress on the longest part of setup.

Sales tax that keeps getting better, without more work for you.

Talk to a specialist about your states, your systems and what we take over.

#1 rated support on G2

Three colleagues reviewing their accounts together at a sunlit table.