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
Complete the setup data
Review company settings, counterparties, and the chart of accounts before processing business records.
Company settings guide → - 05
Follow the source-to-filing flow
Upload documents, review invoices, prepare and post vouchers, inspect ledgers, then prepare tax filings.
Continue with invoice review →
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.