Getting started is easy and you can be live in 1 business day!
First, sign up. Then, you will be prompted to complete your onboarding forms.
Within 1 business of of completing the onboarding form and uploading your logo, we will have your portal ready to go. We will email you when it's ready and provide you resources to help you set your prices, announce the offerings to your clients, and grow your business with these new offerings.
The single most important early step is completing the onboarding form. Login credentials don't go out and the portal isn't built until that's done. The form takes about 10 minutes to complete if you have your logo ready. No technical skills required.