Five things need you. The first is due Friday.
One thing is with us to check. One more opens up later in onboarding. You've finished seven.
- Secure access: Provide Xero practice manager and API connection for all Harbour & Co client organisationsShared securely through the Vectorfy vaultNeeds youDue Fri 9 Oct
- Secure access: Provide Karbon workspace administrator access for automation service accountShared securely through the Vectorfy vaultNeeds youDue Fri 9 Oct
- Invoice: Pay invoice INV-0042$1,815.00 incl. GST · October serviceNeeds youDue Thu 15 Oct
- Testing contact: Confirm who will test the automationClient onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clientsNeeds youDue Fri 16 Oct
- Proposal: Review the month-end management reporting pack, partner dashboards and quarterly board pack automation for all Harbour & Co entities proposalVersion 2 · PRP-H3XW5NNeeds youDue Sat 17 Oct
- Secure access: Share access to the onboarding-and-new-client-enquiries@ shared mailbox (Microsoft 365)Sent securely. We'll confirm when it arrives.With Vectorfy
- Testing: Approve testingAvailable when testing starts.Coming up
- Invoice: Pay invoice INV-0040Priyadarshini Venkataraman-Fitzgerald · $1,815.00 incl. GST · September serviceDoneDone 12 Sep
- Invoice: Pay invoice INV-0038Sarah-Jane O'Connell-Papadopoulos · $5,720.00 incl. GST · SetupDoneDone 2 Sep
- Authorisation: Authorise discovery workDaniel Alexander Whitford-Montgomery · Lets us review your current process at no chargeDoneDone 22 Aug
- Billing contacts: Confirm billing contactsPriyadarshini Venkataraman-Fitzgerald · Where invoices and receipts goDoneDone 21 Aug
- Signature: Sign the Order FormDaniel Alexander Whitford-Montgomery · ORD-2026-0147DoneDone 19 Aug
- Signature: Sign the Master Services AgreementDaniel Alexander Whitford-Montgomery · ORD-2026-0147DoneDone 19 Aug
- Proposal: Review the client onboarding proposalPriyadarshini Venkataraman-Fitzgerald · Version 1 · PRP-7Q2K4MDoneDone 14 Aug