Secure onboarding

Set up your Vincent Financials subscription.

Confirm your details, review your monthly plan and continue to secure Stripe checkout. Your Client Portal registration link is emailed after payment is confirmed.

Step 1

Your selected monthly plan

Check the services you selected before moving into secure checkout.

No monthly plan selected

Build your monthly accounting plan first, then return here to complete onboarding.

Build your monthly plan

Step 2

Your details

We only ask for what is needed to start your subscription. More detailed records can be completed inside the Client Portal later.

Full nameEmail addressTelephoneBusiness typeBusiness or trading nameCompany numberOptional if applicable.PostcodeBusiness or registered office address

Step 3

Helpful onboarding context

These answers help Vincent Financials prepare the right Client Portal tasks after payment.

Are you switching from another accountant?Previous accountant detailsOptional. You can add this later in your Client Portal.VAT registered?Optional, if applicable.PAYE registered?Optional, if applicable.Anything you want us to know before onboarding?