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

The new CFO

In this guide, CFOs from a number of leading businesses tell us how the main drivers of the modern financial world offer great opportunities – but also present novel and evolving challenges.

How to scale a fintech: Strategic advice from industry leaders

Learn from the leaders of Monzo, TransferWise, Funding Circle and more, with over 30 pieces of wisdom for scaling your fintech. Get your free copy now.

How borrowers want to repay their loans: key insights from customers

We asked 400 borrowers who have taken out at least one personal loan within the last two years about a number of key aspects of their repayment experience, including preferred payment methods, important features and common reasons for missing a repayment.

View all


Reference guides

View all