Your guide to getting

started with Moneysoft

Follow these key steps:

Step 1 eBook

Step 2 Watch the short solution Demo video

Step 3 Register for a free introductory webinar

Step 4 Take up your free business account trial

Please note:

– Once registered for a trial, Moneysoft provides you with full service and support

– You can contact Support at any time during business hours (AEST) Mon – Fri within your trial period and online via support@moneysoft.com.au outside of these hours

– At the end of the 30-day trial period, you can continue on to a paid plan (see slide 4)

– Once you have a paid account, you can also request a 1-to-1 training webinar via sales@moneysoft.com.au *

*In these sessions, the advanced service capabilities are explained and demonstrated, using one or more of your own client’s accounts.

PLEASE MAKE SURE THAT YOU REGISTER VIA THE DEDICATED AIA REFERRER PAGE

Key Learning Activities for all AIA Advisers:

• Cashflow as a Service eBook

• Introductory Webinar

• Business Account Resources:

– Administrator Video

– Adviser Video

– Business Process eBook

– Security Flyer

+ Client Account Onboarding Tutorials

Promotional pricing

AIA has a discounted pricing promotion in place with Moneysoft, as follows:

• 20% off Standard Pricing for the first 3 months

• Discounted applied automatically on sign-up (via the AIA referral page)

Business Registration Form

Note: No practice will be billed until a counter-signed Business Account Registration Form has been received by Moneysoft (Moneysoft will send a pre-signed form @ trial end).

Sales: sales@moneysoft.com.au

Support: support@moneysoft.com.au

Telephone: 1300 850 878

Visit us at: www.moneysoft.com.au

Contact