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Harbour & Co Accounting
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AcceptedPRP-7Q2K4M · Version 1

Client onboarding and document chase

Engagement letters, document requests and Karbon filing for every new client.

Accepted by Priya Raman on 14 Aug 2026.

Next: your onboarding

Overview

We automate client onboarding and document chase so new clients are set up consistently and documents arrive without your team chasing them.

Prepared for Priya Raman · JM3ZQUHB

What we'll build

Included

  • Engagement letter sent and tracked for every new client
  • Document requests by client type, with reminders on your schedule
  • Received documents filed into Karbon

Prepared for Priya Raman · JM3ZQUHB

Investment

Included

  • IncludedOnboarding automation buildBuild and test the onboarding and document chase automation.$5,200.00one-time setup + GST
  • IncludedManaged automation serviceMonthly runs, monitoring and template changes.$1,650.00a month + GST
Monthly
$1,650.00 + GST$1,815.00 incl. GST
Setup
$5,200.00 + GST$5,720.00 incl. GST

All prices exclude GST.

Prepared for Priya Raman · JM3ZQUHB

Terms

Service
Client onboarding and document chase
Payment terms
14 days from invoice
Minimum term
6 months
Notice to cancel
30 days
Prepayment
Not required
Prices
Exclude GST
Agreement
Vectorfy Master Services Agreement (msa-2026-07)

Prepared for Priya Raman · JM3ZQUHB

Next steps

This proposal has been accepted. Your Master Services Agreement and Order Form follow for signature.

Prepared for Priya Raman · JM3ZQUHB

History

  1. Accepted by Priya Raman

    14 Aug

  2. Version 1 sent by Andrew Maspero

    6 Aug

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