Onboarding

Onboarding is fully managed by our team. Once you give us the green light, we take care of everything from project planning and data cleaning through to training, go-live, and post-launch support.

Our goal is to deliver not just an excellent solution, but an excellent onboarding experience and ongoing support to match.

Onboarding

How Onboarding Works

Onboarding is typically completed within 30 days of you giving us the green light. We ask you to commit to just 3 Zoom meetings, and we take care of the rest. Below are the six steps for onboarding.

World-class Onboarding

"Our onboarding experience was very smooth. The Link team were knowledgeable, responsive, and made the process really easy.

They made sure we were comfortable and knew what we were doing before going live with the platform."

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Sarah Slater Hunter Withers
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Why Choose Link?

See it in action

My Workflow

Customer Stories

Link simplifies practice management for high-performance accounting firms by not half-solving problems.

Select the customer below to hear their story.
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