Preparing For Onboarding

What do I need to do to be prepared for Onboarding?

To guarantee a successful onboarding experience, it's crucial to complete three essential tasks before your initial onboarding call. Review and complete each task below and understand why they are pivotal to your success:

1. Create Your TaxCloud Account

Creating your TaxCloud account lays the foundation for your entire tax management process. Your account serves as the hub for all your tax-related activities. By using your designated primary email address, you ensure seamless communication and access to essential notifications and updates. This step is the gateway to a centralized and organized tax management experience.

Create your TaxCloud Account - Follow this link to get started with setting up your TaxCloud account.

Please note that for Shopify and BigCommerce users, registration begins with a TaxCloud app download within their respective apps.

2. Add an Address for Your Headquarters or Primary US Address

The accuracy of your business location information allows for precise tax calculations and collections.

Add Your Business Address - Click here to access detailed instructions on adding your business address in TaxCloud.

3. Add a Payment Method

A streamlined and secure payment process is integral to a successful tax management system. Adding a payment method ensures completing transactions, paying taxes, and maintaining an uninterrupted tax management workflow.

Add a Payment Method - Visit this link for step-by-step guidance on adding a payment method to your TaxCloud account.

By completing these three tasks, you set the stage for a successful onboarding experience with TaxCloud. These preparatory steps not only enhance the efficiency of your tax management but also contribute to accurate reporting and compliance. If you encounter any challenges or have questions during the process, our support team is ready to assist you.

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