Accountants and teamwork
Work with your accountant, run a practice, and share work through portals, projects and chat.
All topics
Start here
- Overview Find your accountant connection and invitation Review the company accountant connection and open the invitation entry point.
- Overview Find clients and review their workspace Open the practice client list, prepare an Add a client form, and find client-specific records.
- Overview Access your client portal Request passwordless access using the email associated with your portal account.
- Overview Find projects, tasks and project documents Projects brings project work into one place. Start with the project list, then open the project whose work you want to review.
Work with your accountant
- Find your accountant connection and invitation Review the company accountant connection and open the invitation entry point. 1 min
- Open an invitation from your accountant Check the account-creation page reached through your accountant invitation. 1 min
- Find requests from your accountant Review open and completed requests for the connected company. 1 min
- Review records to send to your accountant Inspect export scheduling and the Send now options before generating or sending records. 1 min
- Find documents shared with your accountant Browse the company shared folders and locate files by name or description. 1 min
- Find your Concierge overview Open the Concierge service overview from your company account. 1 min
Run your practice
- Find clients and review their workspace Open the practice client list, prepare an Add a client form, and find client-specific records. 2 min
- Find practice projects and review their work Open a client project to review its tasks, team chat and files. 1 min
- Review practice team members and roles Find your practice team and inspect the permission matrix used by accountant roles. 1 min
- Review the practice inbox and open a conversation draft Find practice conversations and prepare the New Conversation composer. 1 min
- Review your practice email accounts Find the mailboxes connected to your accountant account and check their status. 1 min
- Review your practice company profile Find the company identity and contact details held for your accounting practice. 1 min
- Review practice service items Find service names and rates in your practice settings. 1 min
- Review practice subscriptions and billing Distinguish subscriptions billed to your firm from subscriptions billed to clients. 1 min
- Find and inspect workflow templates Review reusable practice templates, their sections and default settings. 1 min
Client portal
- Access your client portal Request passwordless access using the email associated with your portal account. 1 min
- Find documents shared through your portal Documents shows the folders and files available to your signed-in client account. 1 min
- Review requests from your accountant Requests separates work your accountant is still waiting for from completed requests. 1 min
- Find conversations in your customer portal Your portal keeps customer conversations separate from your company’s internal workspace chat. 1 min
- Find your customer portal dashboard The Dashboard identifies the company whose customer portal you have opened. 1 min
- Review projects shared with you Projects lists the projects shared with your customer account. 1 min
Projects and time
- Find projects, tasks and project documents Projects brings project work into one place. Start with the project list, then open the project whose work you want to review. 1 min
- Find project labels, tags and tag groups Project labels, Tags and Tag Groups are separate ways to organise information. 1 min
- Review project workflows Project workflows lists the status workflows available for project work and identifies the default workflow. 1 min
- Review team and individual timesheets Timesheets provides a team report and a separate view for an individual team member. 1 min
Chat, calls, clips and calendar
- Open the calendar Find your calendar and identify its date and view controls. 1 min
- Find clips and open a shared recording Understand the difference between the company clip library and a shared clip link. 1 min
- Find a SyncUp call SyncUp has separate entry points for signed-in workspace members and guests using a call link. 1 min
- Find conversations in workspace Chat Workspace Chat brings the available conversation rooms into one sidebar. 1 min
CRM, contacts and documents
- Review contact migration mappings Inspect current contacts before proceeding to migration review. 1 min
- Review your CRM pipeline Open the pipeline or an existing lead while keeping write actions separate. 1 min
- Find documents and the document-chat entry Browse documents and identify the separate collaboration surface. 1 min