Start Your Q Onboarding
A structured onboarding process that gets your account live quickly and keeps compliance setup clear from day one.
What Is Onboarding?
Onboarding is the setup phase that prepares your file, verifies your details, and enables our team to begin delivery without delays.
- Create your profile and confirm your core contact details.
- Complete ID and compliance checks required for service activation.
- Share records and supporting documents through a secure workflow.
- Finalise engagement scope and move into active monthly support.
What You Complete During Onboarding
Each module is designed to reduce setup friction and move you into live service as fast as possible.
Identity and Compliance
KYC and AML checks are completed as part of onboarding so your file is activation-ready.
Document Collection
Upload prior returns, company records, and relevant finance documents in one secure place.
Authority Setup
We coordinate required authorisations so we can act on your behalf with HMRC where needed.
How Onboarding Works
Follow a three-step path from initial form completion to activated service delivery.
Submit Your Details
Complete onboarding fields so we can validate your setup and confirm service scope.
Verification and Review
Our team reviews your submission, runs compliance checks, and confirms missing items quickly.
Activation and Handover
Once approved, your account is activated and you move into your live compliance workflow.
Need Help With Onboarding?
Book a short call and we will guide you through the right onboarding path for your setup.