Accountant workspace
Find clients, invitations, team settings, and practice work.
Find clients and review their workspace
Open the practice client list, prepare an Add a client form, and find client-specific records.
Review the practice inbox and open a conversation draft
Find practice conversations and prepare the New Conversation composer.
Open an invitation from your accountant
Check the account-creation page reached through your accountant invitation.
Review your practice email accounts
Find the mailboxes connected to your accountant account and check their status.
Review your practice company profile
Find the company identity and contact details held for your accounting practice.
Find practice projects and review their work
Open a client project to review its tasks, team chat and files.
Review practice service items
Find service names and rates in your practice settings.
Review practice team members and roles
Find your practice team and inspect the permission matrix used by accountant roles.
Find and inspect workflow templates
Review reusable practice templates, their sections and default settings.