---
title: "Complete your onboarding form"
description: "Fill in your details and upload documents from your accountant's onboarding link."
url: https://support.admiin.com/en/articles/36-complete-your-onboarding-form
collection: "The Client Experience"
updated: 2026-10-28
language: en
---

# Complete your onboarding form

Fill in your details and upload documents from your accountant's onboarding link.

Your accountant has sent you a secure link to set you up as a client. It takes a few minutes. You don't need an account or password.

## Start

Open the link in the email and select **Start onboarding**.

[![Start screen showing your accountant's name and the Start onboarding button](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/OvSaLtvx3I9MpT6BQcM5LGciHvR8zm4Qm5zEN0V73BzGN1GGb8Lfy4UWMrS86ty0KbHi2PVsDK8.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/OvSaLtvx3I9MpT6BQcM5LGciHvR8zm4Qm5zEN0V73BzGN1GGb8Lfy4UWMrS86ty0KbHi2PVsDK8.png)

## Add who you're providing details for

1.  Select **Add an entity**.
    
2.  Choose the **Entity type**.
    
3.  For a business, search by name, ABN or ACN under **Find your business**.
    
4.  Select **Add entity**.
    

[![Add an entity form with entity type and business search](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/cC8ukNHbJqedSHVAyVPoArgyWDEwpkuBR0jKDqkiVJehgQm9RgVRxixsNTOJsyV3ifKHgWn5ybh.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/cC8ukNHbJqedSHVAyVPoArgyWDEwpkuBR0jKDqkiVJehgQm9RgVRxixsNTOJsyV3ifKHgWn5ybh.png)

Add as many as your accountant needs, such as yourself, a company and a trust.

## Fill in your details

Your accountant chooses what to ask for. Fill in each section you see.

[![Primary contact and business details for a trust, including ABN and trading name](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/FzLER7BzSTmn8Pewdls3BVp7qIBi7cGub0Px5u5U0oxkqBdOkFZVYLred9LdY5zFKlZ4e7mmed3.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/FzLER7BzSTmn8Pewdls3BVp7qIBi7cGub0Px5u5U0oxkqBdOkFZVYLred9LdY5zFKlZ4e7mmed3.png)

[![Registered office and postal address for the trust](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/c1XzM0wyCrRzymrIRKR4RZJml3KSSDcw6i0VWr00ymdygaEnaqazuTBuP0tYWiYAqqKhoKlvaUm.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/c1XzM0wyCrRzymrIRKR4RZJml3KSSDcw6i0VWr00ymdygaEnaqazuTBuP0tYWiYAqqKhoKlvaUm.png)

[![Bank account details with account name, BSB and account number](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/bwMBjFFPBNxmS9PpU3xFZ6tnd5OF4aATZMXL3BUUMOCSYHaEn3mXW9tZV1VhncH6zNIjhWpfCIN.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/bwMBjFFPBNxmS9PpU3xFZ6tnd5OF4aATZMXL3BUUMOCSYHaEn3mXW9tZV1VhncH6zNIjhWpfCIN.png)

## Upload documents

The documents depend on the entity. For example, a trust deed, company constitution, share register, partnership agreement or SMSF investment strategy.

1.  Under each document, select **Choose files**. Use PDF, JPG or PNG, up to 25 MB each.
    
2.  Select **Submit entity**.
    

[![Documents to provide with the trust deed Required and uploaded, and Optional trust documents](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/SNuzGq8f1fdcFPiQmUuNF2IcGAPCjQzypkPtFHccdjt5CqOM5rnnZauBTmpcquzKIBM4jmNmFv1.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/SNuzGq8f1fdcFPiQmUuNF2IcGAPCjQzypkPtFHccdjt5CqOM5rnnZauBTmpcquzKIBM4jmNmFv1.png)

[![More Optional documents: financial statements, bank statement and unit trust distribution minutes](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/iaTyQoBl0e1pKfenqAumKCD68qvxJBRzdz2os0a7M8TQePc3ehCUJoSuM4uaw1bGR1nXQPzKKBi.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/iaTyQoBl0e1pKfenqAumKCD68qvxJBRzdz2os0a7M8TQePc3ehCUJoSuM4uaw1bGR1nXQPzKKBi.png)

You must upload documents marked **Required** before you can submit. Optional ones can be skipped. Please don't upload tax file numbers, ID or tax documents.

## Finish later

Select **Save and finish later**. Come back with the same link on any phone or computer before it expires.

## Check your progress

Select **View all entities**. Each one shows **In progress**, **Submitted** or **Reviewed**.

[![List of entities with their status](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/hTpMiqNfZjVjJUCKwkdCFEU1EyK4vSNzoyaPOoLg6DvR0yZcB23eVIF37IxbSavldnEqAqAvN8y.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/hTpMiqNfZjVjJUCKwkdCFEU1EyK4vSNzoyaPOoLg6DvR0yZcB23eVIF37IxbSavldnEqAqAvN8y.png)

Your accountant will be in touch if they need anything else. The link closes 30 minutes after you submit your last entity.

## If something goes wrong

-   **"This link is no longer valid"**: ask your accountant for a new link.
    
-   **"We couldn't open your saved details"**: reopen the link. If it still fails, contact your accountant.
    
-   **"We couldn't save these details"**: check every Required document is uploaded, then try again.