In order to receive data from your clients, you will need to verify your ACSISS Adviser account.
After signing up, you will be prompted to initiate the verification process by selecting the registration body you belong to and entering your registration ID.
Next, choose a registration type.
If you belong to an organisation and require collaboration with your team members within your ACSISS Adviser account, select Business.
If you operate as a solo practitioner and do not need to invite other users to your ACSISS Adviser account, choose Personal.
Sign up for a Personal account
If you have selected Personal, the next step involves undergoing verification through GreenID.
Once your account is successfully verified, you can begin receiving data from your clients.
At this point, you will be prompted to invite your clients to connect to your ACSISS Adviser account.
However, if you prefer to add your clients at a later time, simply click on Next.
Sign up for a Business account
If you have selected Business, you will be required to enter your organisation's Australian Business Number (ABN). This information is necessary for the verification of your status as a business entity.
If you are not an Office Holder within your organisation, you will be prompted to select the relevant Office Holder who can complete the verification process based on the ABN you entered.
If you are your organisation's office holder, you'll automatically move forward to the next step.
Enter your Office Holder's email and click Invite.
An invitation will be sent to the selected Office Holder, requesting them to sign up for a user account and complete the verification process for your organisation.
Once the Office Holder of your organisation has signed up for their user account, they will need to undergo Identity Verification through GreenID.
Upon successful completion of the verification process, your account will be verified. At this point, you will be prompted to invite your clients to connect to your ACSISS Adviser account. If you prefer to add your clients at a later time, simply click Next.
You are now ready to add a new customer