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Transition your clients to Rounded quickly and easily

Your simple 4-step start guide for clients

Written by Oliver Garside

Moving to new accounting software doesn't have to be hard! Rounded offers a smooth transition process, ensuring you and your clients get up and running effortlessly.

Here’s how we make the start easy:

  1. Start a free trial:

    Invite your client to sign up for a free 30-day trial (no credit card needed) so you can access their file right away.

  2. Send us their data (if they have it)

    If they already have data in a spreadsheet or another system, ask them to export it to CSV or Excel and share the file with you. We’ll import it for free.
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  3. Get help when you need it

    You can email us from inside your accountant login, or email hello@rounded.com.au.


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