<p><a rel="noopener noreferrer" href="https://www.myvault.work/s/New-Client-Onboarding-Guidebook-Update-p8xj.pdf" target="_blank">New-Client-Onboarding-Guidebook</a></p>

New Client Guidebook

Who do you serve?

How do I communicate with your team during onboarding and beyond?

What does the onboarding process look like?

How long does onboarding typically take?

What documents do I need to provide to get started?

Is my financial data secure?

How much does myVault cost?

Which services do your monthly subscription fees cover?

Can I customize the services I receive?

What cloud platforms or software do you use?

Do you provide training on how to use the cloud accounting tools?

Will I have a dedicated team managing my account?

What are the next steps if I want to get started?

What if I have urgent questions or issues during onboarding?

What happens after onboarding is complete?

Can you help with tax planning and compliance specific to healthcare professionals?

How does myVault's free business checking work?

How do your travel services work?

Can I still use my Air Miles Points when I book my travel & lodging through myVault Platform?

Why do I need payroll services, if I have no employees?

How do you ensure my compliance requirements are met?

Getting Started FAQs

Hi, how can we help?