New client onboarding

Welcome to Real Bytes

Now that we've had our chat, send us a few details so we can finalise your account in our CRM and ticketing systems and get your team activated. Takes about 3 minutes.

Business details

Legal entity info for our CRM and billing setup.

Look up your business on the ABR

(optional)

Search the Australian Business Register to auto-fill your legal name and ABN. Or skip this and enter them manually below.

Primary contact (decision maker) *

Main point of contact for account decisions.

Accounts / billing contact *

Who invoices should go to.

Technical contact *

Internal IT or systems contact, if you have one.

Access checklist (optional)

A quick rundown of what access you can hand over. Skip anything you're not sure about.

Don't enter passwords or credentials anywhere on this form.

We only need to know whether you have access. If you do, we'll send a secure vault link separately to collect anything sensitive. This checklist is sent straight to our helpdesk and isn't stored against your client record.

Microsoft 365 / Entra ID admin access

We need a Global Admin to set up MFA, conditional access, mailboxes, and licensing.

Google Workspace admin access (if used)

Same reason as above, but for Google. Skip if you're not on Workspace.

Domain registrar login (e.g. Crazy Domains, GoDaddy, Synergy)

Needed to update DNS, MX records, and renew domains so they don't lapse.

DNS host (if separate from registrar, e.g. Cloudflare)

Changes to email auth (SPF, DKIM, DMARC) and website records flow through here.

Website hosting / CMS admin (e.g. WordPress, Squarespace)

So we can audit website security, SSL, and backups if you want us to.

On-site server admin (if you have one)

Local admin or domain admin so we can review backups, AD, and patching.

Network gear admin (firewall, switches, Wi-Fi)

Vendor portal logins or local admin for routers, firewalls, and access points.

Existing antivirus / EDR portal

We'll either take it over or migrate you to ours. Either way we need to see what's running.

Existing backup platform

To check backups are actually running, then plan a clean handover.

Accounting / finance system (Xero, MYOB, QuickBooks)

Only matters if you want us to integrate or troubleshoot. We'll never touch your books.

Payroll / HR platform

Same as above. Useful for new starter and offboarding workflows if you want them automated.

Line-of-business apps (industry specific)

Anything critical we should know about: practice management, ERP, CRM, point of sale.

Previous IT provider handover documentation

Network diagrams, password vault export, asset list, contracts. The more, the smoother.

Sent securely to helpdesk@realbytes.com.au. We don't share your details with third parties.

The Full Journey

From first conversation to long-term partner

Three pages, one journey. Wherever you are in the process, here is what comes next.