Creating an Expandly account

Overview

In this guide, we will explain how to create your Expandly account.

Creating an Expandly account

1. Visit our website

2. Click

(top right)

3. On the Sign-Up page, fill in all mandatory information that is required, which includes:

First Name

Last Name

Email Address

Password

Phone Number

Trial Type - you will have the option to select between a Regular Account and Accounting Account (this is for Xero only).

Please Note: If signing up for Expandly services only (VAT,RP,EPR), the account type you select will not matter. Once your trial period ends, your account access will be revoked to allow you to access the areas of the software required for the services you want to purchase.

4. Click

to proceed

5. Once the Account is created, we will require a few more details from you to finalise the set-up:

Business Name

Country

Currency

Your Timezone

Turnover

Your website URL

6. From the drop-down, please also select as applicable, what Expandly features you are interested in:

7. Click

to continue

8. Congratulations! Your Expandly account is now set up and you will be able to log into the portal with your username (email address) and password:

Need more help?

If you need more help, no problem! Please get in touch and we'll be happy to help.