To begin, watch our Welcome Video or use the quick links below to learn how to:
Next, carry out the following setups:
Customise your company profile
Once logged in, new users need to complete their user profiles
Optionally connect Access HandiSoft or XPM / Xero Tax to import your client data
Edit your Global Letter settings
Add your Company Branding: Logo, Letterhead and Follower Pages. You can send these to our support team if you have any trouble with uploading these items.
