Charity Accounting PartnersClient onboarding portal
Nine short, guided steps - signed, uploaded and booked in one place. Your progress saves automatically, so you can pick it up whenever suits your team.
Access is by invitation only - your CAP team will set up your account.
Review your terms and sign electronically, with a timestamped record for your board pack.
Charity and trustee information collected securely for AML checks, in line with UK GDPR.
Policies, funding agreements and board minutes - drag, drop, done.
Three short sessions across your first month, at times that suit your team.