Getting Started4 min read
What Your First Week Looks Like
Set it up, leave it alone, and see the whole product running on your own documents — with nothing written to your books until you decide.
Read guideAccountant Guides
Set up and manage your clients
Step-by-step guides for onboarding clients the right way — inviting them to a workspace, connecting Gmail or Outlook, and configuring accounting settings so documents flow correctly from day one.
Onboarding5 min read
Inviting Clients to a Workspace
Create a client workspace, get the owner to accept and claim it, then have them invite their team — with the two steps setups most often miss.
Read guideIntegrations4 min read
Configuring Gmail and Outlook Settings
Connect each client inbox correctly — who connects Gmail or Outlook, email visibility, automated-sender filtering, labels and categories, and how to reconnect.
Read guideSettings7 min read
Configuring Accounting Settings
Choose the right industry, connect QuickBooks or Xero (owner/admin only), and tune submission behavior so documents flow correctly.
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