How To Onboard Your Client Account

Modified on Tue, 26 Sep 2023 at 12:23 PM

  1. Before you begin, please ensure you've completed the sign-up process by following the instructions provided in the article How to Sign Up

  2. Once your new account is created, you'll initiate the onboarding sequence.

  3. Start the onboarding sequence and click Get Started.

  1. Enter your account and billing details:
    Ensure accuracy when entering your company name and billing information. This ensures the accurate generation of automated tax invoices.

  1. Confirm Your Onboarding Completion:

Click Next to proceed to the Throttl dashboard.

If you've missed any steps, don't worry. Simply click the Edit button to revisit and complete any remaining onboarding tasks.

  1. Congratulations, You've Successfully Onboarded!

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