Unified Onboarding & Migration
One certified path for the entire ecosystem
Founders, staff, legacy customers, and new clients all enter through the exact same secure onboarding flow — account creation, verification, contracts, banking, profile, activation, and training. No duplicate systems. No manual founder bypasses.
Account creation
Email verification & password
Office (CRM) provisioning
Contract signing
Secure banking collection
Client profile & activation
Training access
Banking and sensitive identifiers are captured through the encrypted vault (AES-256-GCM) — full numbers are never stored in documents, CRM records, or the database.
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