New client onboarding
Seven steps from first submission to your first close with NEXACC. Mark each one complete as you go — your progress is saved on this device.
Complete the online intake form — contact details, business profile, services needed and your e-signature. You will receive an NX reference code for your request.
Our team reviews scope, jurisdictions and compliance requirements, then approves your workspace. You receive a branded welcome email with your portal link.
Use the activation link in your welcome email to set a password and sign in to the secure client portal.
Send business licenses, EIN letter, insurance certificate, formation documents, ID and a voided check through the encrypted vault — never by email attachment.
Healthcare clients execute a Business Associate Agreement before any protected health information moves. Review the compliance packet, then return the signed copy through the vault.
Add us as an accountant user to QuickBooks, Xero, your payroll platform, clearinghouse or PM/EHR so we can work in your existing stack.
We confirm your calendar, reporting package and escalation path, then run the first month-end close or billing cycle together.
Stuck on a step? Email info@nexacc.com with your NX reference and we will pick it up.
Documents are exchanged only through the encrypted portal vault — we never ask for licenses or tax IDs as email attachments.