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Transition your clients to Rounded quickly and easily
Transition your clients to Rounded quickly and easily

We'll work with you to create an effortless transition experience for you and your clients

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Changing or moving to new accounting software can be a stressful experience for both the accountant or bookkeeper and the end client alike.

At Rounded we realise this critical process can make or break the experience so we aim to make it as easy as possible for you and your client to get up and running.

Here's how we do that:

You can offer an exclusive extended trial not available via our website

Built into your Rounded for Accountants login is the ability to invite clients directly to use Rounded.

When you invite a client this way, they will automatically get a 30-day FREE trial (no credit card needed) upon creation of an account. This will ensure clients new to Rounded have all the time and space needed to get set up and fully experience the app.

Signing up via the website only offers a 14-day free trial.

Free data import

Most clients new to Rounded will have pre-existing data either on a spreadsheet or in another system. Importing data into a new system can sometimes be tricky and time-consuming so we'll take care of it for you!

For any new client you invite to Rounded we'll transition their data into Rounded.

The only pre-requisite is that the data must be in CSV/Excel format.

Just share the CSV files with us, and we'll take care of the rest!

Onboarding and familiarisation call

Getting started with a new platform can be a little daunting for a new user even when it's beautifully designed and easy to use like Rounded!

To get your client up and running we'll arrange an onboarding and familiarisation call with your client which you can also join if you wish.

Depending on the client these calls usually run anywhere from 15 to about 45 minutes, and we'll use the time to answer any specific questions you or your client has and ensure they know how best to accomplish their goals for using Rounded.


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