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Harbour & Co Accounting, Tax Advisory and Business Services (Northern Beaches and Lower North Shore)
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AcceptedPRP-7Q2K4M · Version 1

Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients

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

Accepted by Priyadarshini Venkataraman-Fitzgerald on 14 Aug 2026.

Next: your onboarding

Overview

We automate client onboarding, engagement letters, identity verification and document chase for individual, trust, company and smsf clients so new clients are set up consistently and documents arrive without your team chasing them.

Prepared for Priyadarshini Venkataraman-Fitzgerald · 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 Priyadarshini Venkataraman-Fitzgerald · 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 Priyadarshini Venkataraman-Fitzgerald · JM3ZQUHB

Terms

Service
Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients
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 Priyadarshini Venkataraman-Fitzgerald · JM3ZQUHB

Next steps

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

Prepared for Priyadarshini Venkataraman-Fitzgerald · JM3ZQUHB

History

  1. Accepted by Priyadarshini Venkataraman-Fitzgerald

    14 Aug

  2. Version 1 sent by Andrew Maspero

    6 Aug

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