Every new AccountKit subscription starts with onboarding sessions with our team, so your firm is set up properly from day one. After that, you can book paid training for your team whenever you need it, and watch our recorded sessions any time. This article explains how each one works.
Onboarding
Onboarding is mandatory when you sign up for a paid plan, and it's a one-off fee. The fee and the number of hours depend on your plan:
Compliance: 4 hours, for $1,000 (£500 in the UK).
Professional: 6 hours, for $1,500 (£750 in the UK).
Practice: 8 hours, for $2,000 (£1,000 in the UK).
The $ amounts are in your local currency: AUD in Australia, NZD in New Zealand and USD in the rest of the world. Australian prices exclude GST. Your onboarding hours are split between training calls and support, and they're completed within your first 90 days. You can see the onboarding fee for each plan on our pricing page, and our article on AccountKit plans and pricing explains how it fits with the rest of your subscription.
If you'd like to know what to expect before you start, watch Accruing success: why AK onboarding is your best investment. Ben Barker and Matthew Taylor explain what onboarding covers, what to expect in your first 30, 60 and 90 days, and how to set up your integrations and practice settings.
If you have a question about arranging your onboarding sessions, email [email protected] and the team will confirm the next steps with you.
Team training
You can book a training session with an AccountKit expert at any time. Each session is planned around your team's needs and costs $330 an hour. Many firms use it before they go live, and again whenever someone new joins the team.
To book, choose a time on our training calendar. If you'd like to confirm the price in your currency before you book, email [email protected] and the team will confirm it.
Recordings your team can watch any time
Our webinars page has recorded sessions your team can watch whenever it suits them. These are a good place to start:
The AccountKit overview, a short tour of the tools and how they fit together in a practice.
Tools in brief, a series of videos of about two minutes each, showing one tool at a time so your team can decide which ones to use.
Deep dives on individual tools, including how to build your first client map, the equipment finance tool and the inter-entity loan tool.
What's new in AccountKit, where we walk through updates as they're released. You can register for the next session or watch the latest one.
The webinars page also has customer sessions, where firms that use AccountKit show how they run their work in it, and partner sessions that show how AccountKit works with each partner's tool, such as FuseSign, Annature and ContentSnare.
Help after go-live
Your onboarding doesn't have to be the end of the help you get. If the recordings and this Help Centre don't answer your question, email [email protected] and our team will answer it.