First 15 minutes
Quick start
Use this checklist to reach a safe, usable starting point without learning every module first.
- 01
Confirm your portal
Use the link supplied by your administrator. If you manage client accounting work, start in the tax-firm portal and open the client workspace.
Portal and workspace guide → - 02
Set language, theme, and security
Use Account settings to choose language and theme. Enable MFA when required by your organization.
- 03
Verify the company context
Before changing data, confirm the company name at the top of the workspace.
- 04
Confirm master data and account readiness
Review Company Profile and Customers & Suppliers under Setup. If you have firm settings access, open Settings → Standard Chart of Accounts and confirm system readiness; workspace users select available accounts in invoice and voucher forms.
Standard chart guide → - 05
Follow the work order
Organize source documents, review invoices and withholding tax, prepare tax filings, then handle journal vouchers, fixed assets, and ledgers.
Continue with invoices →
Confirm the company, period, source documents, and account permissions. Save a draft when information is incomplete; do not force a record into a completed state.