Resources · Client Onboarding

We're glad you're here!

Complete the steps below to set up your account, verify your details, and access our services tailored to your needs.

Getting Started

Welcome aboard. Let's get you running.

Onboarding with us is refreshingly simple. A few quick steps get your account set up, your billing squared away, and your team connected — so we can start doing what we do best. Here's exactly what to expect.

01

Onboarding Info

Kick things off with the quick form below. It's the fast lane to getting your services set up, your team connected, and everything officially underway.

02

Payment Platform

WisePay is our secure payment platform, with no fees to you. A setup link is headed your way — click it, breeze through it, and payments are handled.

03

Customer Portal

Log in anytime to check tickets, review invoices, or peek at your assets — all in one tidy place.

04

Welcome Call

We'll schedule a welcome call so you can meet the humans behind the keyboards. Friendly, casual, and a great way to kick off the partnership from day one.

Curious about the full picture? Here's every step of your first 90 days.

View the 90-Day Roadmap

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ONBOARDING INFO

Billing Address(Required)

YOUR TEAM

Billing Contact(Required)
Permissions
Technical Contact(Required)
Permissions
Additional Contact 1
Permissions
Additional Contact 2
Permissions

W9 FORM

Please click link below to complete W9. Then, attach a PDF copy.
Max. file size: 2 GB.

AUTHORIZATION

Authorized Representative Electronic Signature(Required)

IT should be exceptional...
not acceptable. Let's make sure yours is.

Meet with Hubert Williams
Account & Sales Manager, Decision Digital
30 minutes · Microsoft Teams

Scheduler not loading? Open Hubert's calendar in a new tab →

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Name(Required)