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

Your top cash flow questions answered

We took a look around the internet to find the most-asked questions about cash flow. Here are the answers.

5 steps for a successful transition from invoicing to subscription billing

If you bill your regular customers on a recurring basis, take advantage of subscription billing and bring more predictable revenue to your business. In this guide, we walk through 5 steps to moving to a subscription model.

The small business guide to purchase orders

When your business buys goods or services, it’s important to keep track of what you’ve ordered and how much it will cost you. Setting up a purchase order system can improve your business’ efficiency, tighten stock controls and save you money.

View all


Reference guides

View all