Complete the onboarding steps in your dashboard

Depending on your subscription, you'll have a few onboarding steps when you sign up that you'll need to complete to activate your account.

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Chris Andreou

Business accountant available for free consultation
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When you sign up to any of our accounts, you'll need to complete a range of different onboarding steps before we can fully activate your GoForma account.

Some steps are fairly straight forward (e.g. adding your communication preferences) and others can take longer to complete (e.g. setting up a Limited Company or switching accountant).

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Accounting
Virtual office
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