Cloud9 moved 50 clients onto one onboarding method, and cut setup to 3 minutes.
Trish has run her BAS agent practice from home for 22 years. She looks after about 50 small businesses across Tasmania, Queensland, New South Wales and Victoria, and specialises in real estate trust accounting. Some of those clients she’s never met in person, so every new starter’s paperwork reaches her by email.
3 min
per new starter, down from 20
50 clients
all onboarding through Canyou
1 button
to sync each new starter into Xero
Before Canyou
The old workflow
Tax file declarations arrived in Trish’s inbox, emailed by clients
Bank and super details collected one by one, then keyed into Xero by hand
About 20 minutes per new starter
Up to 5 or 6 follow-ups for staff who sent the wrong details
Printouts filed in a cabinet. Finding one later meant “flicking through piles of tax decs.”
Tax file declarations by email
There wasn’t an audit or a single bad week. Trish knew emailed tax file declarations weren’t compliant, and she couldn’t stop them arriving.
“I wasn’t requesting tax decs via email, but clients would engage a new employee and then just email me one. I didn’t even have the opportunity to say we can’t receive them this way. They’d just be in my inbox.”
Super was the other headache:
“They’d give me AustralianSuper and here’s my member number, but there might be several USIs for AustralianSuper. Then I’m trying to chase which fund I’m meant to be using.”
Choosing Canyou
Compliant, professional, and priced for a sole operator.
A friend who’d been in the Canyou beta told Trish about it. After a training session with Frank, she signed up and didn’t look at anything else. Three things made it an easy call:
“When I first heard about Canyou, I thought it was going to be out of my price range for the small amount I’d use it. When I found out it was actually affordable, that was a really big thing.”
The rollout
One Zoom with Frank, then every client.
Trish loved the demo but found the platform tricky to get started with. “I couldn’t get my head around it, but now obviously I do.” Frank took her through it on a Zoom, and she says he’s been “very quick to respond if you’ve got questions” ever since.
The client texts four details
The new starter’s name, email, position and employment status.
Trish sends the invite
Usually as soon as the details come in, branded with the client’s logo.
Notified and synced
Trish gets an alert when the employee finishes, syncs them to Xero and makes a few tweaks before the next pay run.
“It’s just so easy. Jump in, create a position, send the invite off, and you can forget about it until it all comes back.”
The results
The person who knows their super fund now fills it in.
Before Canyou
About 20 minutesWith Canyou
Before Canyou
Emailed to TrishWith Canyou
Before Canyou
Trish chasing the right USIWith Canyou
Before Canyou
Keyed in by handWith Canyou
Before Canyou
Printouts in a filing cabinetWith Canyou
Trish now tells every client Canyou is how they onboard if they want to work with her.
“Now that responsibility is all up to them to get that information before they sync to payroll. That’s just made it so much easier.”
Results based on client estimates. Your results may vary.
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See how Canyou works in your industry
Construction & trades
White Cards, tickets and QR sign-in at the gate.
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Labour hire & recruitment
Every placement cleared to work before the first shift.
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Agriculture & horticulture
Seasonal crews cleared to work, with work rights checked.
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Education & training
Working with Children Checks tracked to expiry.
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Using Canyou on site, on the farm or in the classroom? Tell us your story.
Get the right tax, bank and super details from every new starter
Send one branded link. The employee fills in their own details, then you sync it all into Xero.
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