Help for your accounting firm

Set up your firm and invite your team.

• Set up your firm
• Invite your colleagues
• Review firm billing and payment setup
• Manage portal account security and recovery codes

Invite clients and find their bookkeeping.

• Invite a client
• Find your way around the portal
• Manage a client’s contacts
• Find clients and assign responsible colleagues

Configure integrations and classification.

• Connect Exact Online
• Set classification rules
• Find and add client documents
• Manage document labels in the portal

Keep track of conversations and tasks.

• Talk to clients in the Inbox
• Follow up on tasks
• Send a message to multiple clients
• Contact support or send feedback from the portal