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Harbour & Co Accounting, Tax Advisory and Business Services (Northern Beaches and Lower North Shore)

Step 3 of 5: access provided. Two credentials are still needed from you.

Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients. Order ORD-2026-0147, started 14 Aug 2026.

  1. Proposal accepted: Done
  2. Agreements signed: Done
  3. Access provided: In progress
  4. Testing approved: Locked
  5. Live: Locked

  1. Proposal accepted

    Done

    14 Aug · Priyadarshini Venkataraman-Fitzgerald

    You accepted the proposal and chose your options.

  2. Agreements signed

    Done

    19 Aug · Daniel Alexander Whitford-Montgomery

    Master Services Agreement and Order Form, signed on Documenso.

  3. Access provided

    In progress

    Billing contacts, discovery authorisation and the system access we need to build.

    Secure access. Send credentials here instead of email. They're encrypted on your device before they leave it, and only Vectorfy's security key can open them.

    • Xero practice manager and API connection for all Harbour & Co client organisations
      In Xero, open Settings, then Connected apps, and create a custom connection named Vectorfy. Paste the client ID and secret into the secure form.
      Needed
      Expires 19 Oct
    • Karbon workspace administrator access for automation service account
      In Karbon, create an API key for the Vectorfy service user and paste it into the secure form.
      Needed
      Expires 19 Oct
    • onboarding-and-new-client-enquiries@ shared mailbox (Microsoft 365)
      Sent by Priyadarshini Venkataraman-Fitzgerald
      Sent
      Sent 3 Oct
    • FuseSign account
      Provided by Priyadarshini Venkataraman-Fitzgerald
      Confirmed
      Confirmed 28 Aug

  4. Testing approved

    Locked

    You test the automation with real examples and approve it, or ask for changes.

    Available when testing starts.

    • Testing contact: Confirm who will test the automation
      Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients
      Needs you
      Due Fri 16 Oct
      Confirm
    • Testing: Approve testing
      Available when testing starts.
      Coming up

  5. Live

    Locked

    The automation runs for your practice and starts saving time.

    Follows testing approval.