Next steps – Welcome Emails

Your designated primary contact has been sent the first of 3 onboarding emails. These include important alerts and action items for your team as we provision your account.

Training Resources

While we get your account provisioned (typically 7-10 business days), it’s a great time to communicate internally and with your associations to prepare for the end of the year filings.

We’ve packaged everything for your internal teams to execute and support your Associations. We’ve found that Association Boards have a lot of questions and we’ve put together the What & Why of the CTA and Associations, as well as how to file and comply using our platform.