Sign-up, billing and service levels

Sign-up from the pricing and signup page – choose package and add-ins if applicable:


  • Enter contact details - login name and password - a confirmation email with invoice will be sent immediately
  • The person who signs up will become account owner and will be able to add and remove other users
  • Account will be activated on payment
  • Payment must be made monthly in advance, for the first month based on the minimum level of 20 jobs and thereafter on the number of jobs being used at invoice date (subject to 20 job base charge)
  • Preferred method is by direct debit - there is a link to download form from account and billing page - a 3% discount is allowed for direct debit
  • Cheque, credit card or direct credit to our bank account is also acceptable but no discount is allowed for these methods due to costs and extra administration required
  • Invoices are emailed automatically to account owner, or account owner may also set up another user to receive invoices from account and billing tab
  • Emails also have links to a CSV file containing a full report of current jobs at invoice date, allowing firms to disburse these to the client if required
  • The add-in for school audit content are available as an option if firm is contracted to NZ Office of Auditor General
  • Account owner may go to account and billing tab to change add-ins
  • Add-in for our Financial Reporting Regime Tool may also be activated as an optional extra

Have more questions? Submit a request

Subscribe to our mailing list

We have a regular newsletter which includes the latest updates in the audit and assurance space as well as on to our latest work.

Click here to view previous newsletters, enter your email bellow to subscribe.