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Can I leave some steps incomplete during my onboarding? Who will help me with this?

Yes, you can leave some steps incomplete during your onboarding if you are unable to fill them out.

  • 👥 Your Customer Success Manager will help by explaining why certain information or documents are required and guiding you through the process. They will ensure you understand the importance of each step and assist with completing any missing information.

  • 📅 Please ensure that you book an onboarding call as soon as possible to resolve any potential issues and ensure a smooth and efficient onboarding process.

  • Note that all sections are mandatory and relevant due to different requirements from tax authorities. Therefore, you should fill out everything you can, as missing information will need to be provided later.