Onboarding

Be sure to click for volume!

Let's Get You Started In The Right Direction

Start Onboarding ProcessClick here to go through our onboarding process

Your Onboarding Steps

Click the "Start Onboarding Process" button above to get started

Step 1. Watch the Membership Overview Video

Step 2. Complete the Business Questionnaire

Step 3. Provide 3rd Party Logins

Step 4. Schedule Your Onboarding Call

Quick Access Menu

Need quick access to your resources? Click the buttons

below to get quick access.

Request DFY SupportClick here to request DFY Services

Upload FilesUpload your files here

Task Check ListClick here for your Task List

Live Monthly SessionsClick to get a schedule of co-working sessions

Training CenterClick here to access courses & community

Bookkeeping Check-InsClick here to schedule your books review

Other Products & ServicesClick here to get onboarded.

Q&A AccessAccess different ways to get support

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DISCLAIMER: While we strive to provide valuable guidance and support, individual results may vary and are dependent on factors such as individual effort and implementation. We are not liable for any outcomes resulting from the use of our services or products. Clients are responsible for their own actions and results.

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