There are a few steps we need to go through to get you on-boarded. Some of these steps are required by law or by our governing body Chartered Accountants Australia & New Zealand. We have to make sure those boxes are all checked before we can provide any services to you.
Over the next week, Nicole Pittrich, Trio's Client Co-ordinator will be in touch with a few more documents for you to sign or complete. To try and make things as streamlined and painless as possible we use digital technology to complete a number of these steps.
As we all know, technology is awesome when it works but very occasionally it glitches. Should that happen to you please get in touch. We have analogue alternatives we can use. It takes a bit longer but the last thing we want is for you to be sitting there pulling your hair out in frustration.
If at any point in your on-boarding processes you're unsure what's happening, what to do, or why we need this information just let us know - we'll be happy to explain things to you in more detail.