Number 1: Head to the My Admin module-This is your control panel


  1. Import Clients
  2. Import Contacts
  3. Add Users
  4. Link Directors and Clients


Number 2: Go to Bookkeeping

  1.  Add Accounting Periods
  2.  Import Opening Balances
  3.  Check your Chart of Accounts


Number 3: Go to Payroll

  1. Import your employees
  2. Import Year to Date (If necessary)


Number 4: Go to Practice Management

  1. Configure your services
  2. Allocate services
  3. Add Accounting and VAT periods in PM
  4. Add Deadlines
  5. Create a Letter of Engagement Template
  6. Send your letter of engagement