New client

Legal name

ABN (optional)The ABN is verified against the register on create — any advisory is shown after, but never blocks onboarding.

Data access to request Transactions (bank feed & invoices) Payroll (wages, super & leave) Documents (receipts & statements)

Owner name

Owner email — the portal invite goes here

↪Bank & QBO connect, staff assignment and the obligation schedule are set up after the owner authorises — those steps arrive with the full onboarding wizard.

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