Kickoff with Seamless Document Transfer: Start strong by submitting our electronic onboarding form before launch, setting the stage for a smooth transition.
Banking & Management Software Setup: Open and fund new bank accounts while integrating your association into our management software.
E-Pay & Vendor Reachout: Epay is enabled and our team connects with existing vendors to introduce ourselves and get them set up.
Welcome Emails and Support: All owners are invited to their new portals and our A+ support team is standing by to assist every step of the way.