Successful onboarding to cloud services

Onboarding is the process of getting clients to successfully start using a new service. In this free e-Book, we show you how to successfully onboard clients to a cloud service.


Onboarding is the process of getting clients to successfully start using a service, but there is no set pattern for how to get this done, about what you should do, or how to go about it.

At the heart of a successful onboarding process is making the move to the cloud both easy for clients and highly systematised for the firm.

In this free downloadable e-Guide, discover how to set-up a successful cloud onboarding process for your clients.

Please enter your details to receive a free copy of the e-Guide:





When you share your details here, as you’d expect we’ll use them to stay in touch. We may email or call you from time to time to suggest other content we think you’ll like or to tell you about our services. You can always opt out by clicking ‘unsubscribe’ in any email or by informing the caller. Read our privacy notice to learn more.

GoCardless has transformed cashflow for more than a thousand accountants across the UK. For more information, please visit our website.

‹ View all tips

Latest features

7 important questions to ask when choosing a Direct Debit provider

If you’re reviewing options for collecting Direct Debit payments for your business, ask yourself these 7 questions to check you’re getting the best deal.

5 reasons to start taking payments by Direct Debit

Many businesses choose to automate payment collection through Direct Debit but what exactly is the benefit? In this guide, we look at 5 ways Direct Debit can benefit your business.

Get your invoices paid before Christmas

The Christmas period is nearly upon us and it’s the season to be jolly. But will you be feeling as full of festive cheer at the end of December when you find that your outstanding invoices haven’t been paid?

View all


Reference guides

View all