Self-onboarding

Modified on Thu, 4 Dec at 11:51 AM

As an entrepreneur, you can easily and independently register and sign up with Lucy through the self-onboarding process, without needing assistance from your accountant.

You can register for free for 30 days by simply following the steps on the Lucy website.

Step 1: Enter your personal details and choose your password.


Step 2: Enter your company details

Search for your company by name or VAT number.
The company information will be filled in automatically.


Step 3: Enter your accountant’s information

Search for your accountant: Enter your accountant’s name or VAT number.

  • If your accountant already uses Lucy: your accountant will receive a notification and can immediately add your company to their portal.

  • If your accountant is not yet a Lucy user: your accountant will receive an automatic email informing them that you are using Lucy.

  • Important: If you accidentally selected the wrong accountant, you cannot change it yourself. In that case, contact support for assistance.

By providing your accountant’s details, you can send invoices directly to them after registration. You can also choose to skip this step and enter the accountant’s details later.


Step 4: Complete the self-onboarding process and log in

  • After registering, you will automatically receive a welcome email from Lucy.
  • When logging into your personal Lucy environment, you can take a self-guided tour to get acquainted with Lucy and its available features.
  • Important: you can set up the integration with your accounting software yourself. Once you have designated your accountant, you can no longer do it yourself. At that point, your accountant can do it for you.


Peppol Connection

To register for sending or receiving Peppol invoices via Lucy, identification through Itsme is required.
Currently, there is no alternative method for identification.
If you do not have access to Itsme, your accountant—once designated—can complete your Peppol registration via Lucy on your behalf.