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Templates / Business onboarding

Business onboarding

Identity, business details, documents and the engagement letter for a business coming on board.

6 requests in 2 sectionsTaking on a businessIn every account

Use this templateFree for 14 days, no card.

The pack

Every request, in the order it is asked

Sent once, one link for each person, and here it is coming back.

Taking you onHarris Cleaning Ltd5 of 6 back
  • Identity
  • UploadPhoto IDpassport or licenceAssigned to THTom HarrisFrom KatetomorrowComplete
  • UploadProof of addresslast three monthsAssigned to THTom HarrisFrom Katein 3 daysComplete
  • ApprovalSign the engagement letterAssigned to THTom HarrisFrom Katein 5 daysReady to check
  • Your business
  • FormBusiness detailsUTR, VAT number, year endAssigned to THTom HarrisFrom Katein 7 daysReady to check
  • UploadLast accounts and tax returnif there are anyAssigned to THTom HarrisFrom Katein 9 daysComplete
  • UploadBank mandate for our feethe direct debit formAssigned to THTom HarrisFrom Katein 11 daysAwaiting reply

An illustration of the pack being answered. The names are made up; in Docsroom you change anything before it goes.

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Take on your next business from one link.

Free for 14 days, no card.

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