Client Onboarding System

Welcome to Tech Guard!

We're thrilled to have you on board and look forward to partnering with you to enhance your technology and security solutions.

Our team is committed to ensuring a smooth onboarding process, and we're here to support you every step of the way.

Overview of our Onboarding System

Step 1 - Grab Account Information

  • We will get your Business Information and user, device details. Once we have this info we can get your MSA created.

Step 2 - MSA Send and Signed off

  • We will send over a Managed Services Agreement for you to sign off on. Once signed this will kick off next step

Step 3 - Get Direct Debit Setup

  • Invoices generated on the 15th invoice and payment takes place on the 1st of every month..

Step 4 - IT Handover Send to Incumbent IT

  • We will send over our IT Handover Guide to your Incumbent IT for them to fill in.

    You wont have to lift a finger.

Step 5 - Get list of Active Employees

  • We have a template to fill in to collect all your staff contact details

Step 6 - Change Over Licensing

  • Any licensing with old IT we will change over to be licensed by Tech Guard

Step 7 - Offboard old IT & Install our Tools

  • When time comes we will remove all old IT providers tools and applications

Step 8 - Send Users Client Manual

  • We have a guide to send to all users to show them how to get help from us.

Schedule Your Discovery Session Today!


Uncover the full potential of your accounting firm with Tech Guard's specialised IT solutions. Our Discovery Session is designed to understand the unique challenges your business faces and to craft a tailored technological strategy or solution that drives growth, efficiency, and security.

It's not just about IT, it's about transforming the way you do business.

Phone: 1300 096 190