Extras – Onboarding Form

Firm/Office Name: *

Business Address: *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Office Phone: *

Fax Number: *

Firm/Office email: *

(for general communication)

Billing Contact Name: *

Billing Contact Email: *

The administrator will take part in the initial onboarding and have access to the Advanced User Profile. The administrator(s) would preferably be the lawyer/notary or senior staff member Note: We recommend appointing two account administrators.

Primary Administrator:

Full Name: *

Email Address: *

Confirm Email

Mobile Number *

Add another administrator: *

Full Name: *

Additional Administrator Name

Email Address: *

Additional Administrator Email Address

Mobile Number *

Additional Administrator Mobile Number

Mandatory Requirements: We require the full names (first and last), email addresses, and mobile numbers of anyone and everyone who handles/manages real estate and conveyancing. This includes all Conveyancers, Lawyers, and Notaries as we need mobile numbers for 2-factor authentication.

Contact Information for Real Estate and Conveyancing Representatives

Full Name *

Email *

Position *

Mobile Number *

Access – YES Provide Phone Number

Click "Add" to include more representatives.

Main Contact for Onboarding and Training

Provide the name and role of the person we should contact to coordinate your onboarding and schedule training sessions.

Main Contact Full Name *

Main Contact Role *

Preferred Title Insurer: *

Stewart Title
First Canadian Title (FCT)
Chicago Title Insurance Company (CTIC)

You can select more than one

Current Accounting Program: *

ProTrust
PC Law
EsiLaw
Soluno
QuickBooks
Clio
BriefAccounting
Other

If other, please specify: *

How many matters do you close annually? *

Please provide an estimate. As GoVeyance grows & expands this info will assist us in planning and development.

Please confirm that you allow Remote Support Access for your GoVeyance account. *

This will enable us to assist you with any technical issues efficiently.

Please select your preferred method of payment: *

Cheque
E-Transfer
Credit Card

Invoices are billed monthly

Would like to register for monthly auto-billing? *

Monthly invoices and receipts will be provided to the billing contact listed in this form.

Monthly Auto Billing Setup

For monthly auto billing, a secure link will be sent to the billing contact email to add credit card details.

Would you like us to add your client accounts to GoVeyance for you? *

If yes, please attach copies of your accounts. If no, we will guide you through adding them during your onboarding session.

Upload Document *

Click or drag a file to this area to upload.

Click “Upload” to attach copies of your client accounts. Accepted formats: Word (.doc or .docx). Ensure the files are complete and legible before submitting the form.

Upload Your Company Letterhead

Description: Please attach your company's official letterhead in Word (.doc or .docx) format. This document will be used to complete your account setup.

Upload Document *

Click or drag a file to this area to upload.

Click "Upload" to select your company letterhead file. Ensure the file is in Word format (.doc or .docx) before submitting the form.

New Account Set-Up.

Primary Administrator:

Contact Information for Real Estate and Conveyancing Representatives

Main Contact for Onboarding and Training

Monthly Auto Billing Setup

Upload Your Company Letterhead