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It’s really easy! There are only 6 steps you need to follow:

Sign up.
Verify your identity by sending us a copy of your passport.
Get started with Companio – we send you a PDF guide where we explain to you how to do it.
Grant us permission to manage your accounting. You can learn how to do it here.

You have to send us 4 documents:

Nominal Ledger.
Trial balance.
Purchase and Sales Ledgers.
Assets or any loan balances.

If you don't understand what these documents refer to, don't worry! They are accounting reports and documents that you do not need to know. Your service provider or previous accountant can give them to you.

Send the previous accounting documents. We explain which ones you have to send in the next FAQ.
Change the legal address of your company and person of contact.
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