Before we begin
A clear start. Use this guide to prepare for your agreed service. We’ll tailor the final onboarding checklist to your engagement.
Preparation guide only. Checking an item does not grant access, confirm payment, sign an agreement, or notify NoahX. Your selections stay on this page.
Which service are you preparing for? Audit Readiness & Auditor Support Client Accounting Services (CAS) AP & AR Support Outsourced Controller Fractional CFO Construction Accounting Cleanup & catch-up Help choosing the right support
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This optional interactive checklist requires JavaScript. Before onboarding, agree on scope, access responsibilities, a secure document channel, and your reporting cadence with NoahX.
Keep access in your hands
Invitations, not passwords. Use your accounting software’s invitation process to grant only the access agreed in your engagement. Never share a password, recovery code, or bank login through this website or ordinary email.
Financial documents Ask NoahX to confirm the authenticated sharing channel before sending statements, tax information, payroll records, or other sensitive documents. This website has no document upload.
Still exploring? You do not need to gather records for an initial discovery conversation.
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