Navigating new software can be daunting, especially when it involves sensitive business data. But what if you could explore and understand everything with this simple guide and without any risk? Here’s how you can set up a test account with Making Wave Talk and explore its features safely and confidently.
Dive into Wave with a Test Account:
Wave Financial is an intuitive accounting platform designed for small businesses and entrepreneurs. By creating a test account, you can explore its Accounting, Invoicing, Payments, and Payroll features without mixing in your actual business data. And most importantly, you can try out our service to see how it works before you decide if you want to subscribe for real. So, let's get you started with a test account on Wave Financial – for free!
1. Sign Up to Wave Accounting for Free:
Visit waveapps.com and choose “Sign up for Free.”
Fill in an Email or sign up with your Google account.
No real business data or credit card is required for a test account. Just provide basic, fictional details about your 'test business'.
2. Return to making Wave Talk:
Go to Making Wave Talk and click “Try now”.
Sign up with an Email or continue with your Google or Microsoft account.
Follow the simple instructions to connect your new test Wave account. This process is risk-free as no real data is involved.
3. Connect a System of Choice:
Once logged in to our portal, you must decide which system to connect to Wave. Luckily, you can also create free accounts for both HubSpot and Wix in a few easy steps.
You can create a free HubSpot account here to explore combining Wave accounting with their CRM benefits or create a free Wix account here to explore the combination of having Wave accounting connected to a webshop.
4. Return to our portal and connect!
You can return to our portal once you have your accounts set up. Scroll down and click on either HubSpot or Wix and click connect! The process is fast, and in just a few minutes your data will be synced and your systems will be ready to be explored easily, with accurate and synced information.
Ready for the Real Deal?
Once you’re comfortable with the test account and want to experience its full potential, simply follow the same steps but with your actual Wave account. It's that easy!
Need Assistance? If you have questions or need help setting up your test account or transitioning to a real account, we’re here for you. Contact us for any inquiries or book a free session where we walk you through the steps.
With Making Wave Talk, you’re not just managing finances and customer data and relations; you’re stepping into a world of streamlined operations and strategic insights. Start with a test account today and pave the way for a more efficient and informed business journey.
Remember that the goal is to make your business work as smoothly and efficiently as possible to boost your business's success and customer satisfaction. So, take this time to test and set up your sync, and enjoy saving that time back shortly!