1. Get Set up for Access

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Project Kickoff

Upon contracting, your assigned ByAllAccounts Implementation Manager will kick off the project. During this phase, they will work with your team to confirm the project scope, schedule, and deliverables agreed upon in the signed Statement of Work (SOW). They will then configure your access to the ByAllAccounts platform.

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Success Criteria

Upon successful Project Set-Up, you will have:

• ByAllAccounts Firm IDs for PROD and DEV licensed to use the Connect Suite
• Administrator credentials for the DataConnect API
• AccountView tech support credentials for troubleshooting