moneysoft guide to getting startedstep 1 ebook step 2 watch the short solution demo video step 3...
TRANSCRIPT
Your guide to getting
started with Moneysoft
Follow these key steps:
Step 1 eBook
Step 2 Watch the short solution Demo video
Step 3 Register for a free introductory webinar
Step 4 Take up your free business account trial
Please note:
– Once registered for a trial, Moneysoft provides you with full service and support
– You can contact Support at any time during business hours (AEST) Mon – Fri within your trial period and online via [email protected] outside of these hours
– At the end of the 30-day trial period, you can continue on to a paid plan (see slide 4)
– Once you have a paid account, you can also request a 1-to-1 training webinar via [email protected] *
*In these sessions, the advanced service capabilities are explained and demonstrated, using one or more of your own client’s accounts.
PLEASE MAKE SURE THAT YOU REGISTER VIA THE DEDICATED AIA REFERRER PAGE
Key Learning Activities for all AIA Advisers:
• Cashflow as a Service eBook
• Introductory Webinar
• Business Account Resources:
– Administrator Video
– Adviser Video
– Business Process eBook
– Security Flyer
+ Client Account Onboarding Tutorials
Promotional pricing
AIA has a discounted pricing promotion in place with Moneysoft, as follows:
• 20% off Standard Pricing for the first 3 months
• Discounted applied automatically on sign-up (via the AIA referral page)
Business Registration Form
Note: No practice will be billed until a counter-signed Business Account Registration Form has been received by Moneysoft (Moneysoft will send a pre-signed form @ trial end).
Sales: [email protected]
Support: [email protected]
Telephone: 1300 850 878
Visit us at: www.moneysoft.com.au
Contact