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Team
The Settings page
Inviting team members
Clients
Clients dashboard
Adding a Client
Invite a Client user
Send email to a client
Setting up the client
Manage Client page
Invite multiple client users at once
Client page
Entities
Entity types
Adding an entity
Adding categories and requirements
Requirements
Requirements for clients
Attachments for clients
Requirements for accountants
Attachments for accountants
Catalogues
Catalogues
Editing catalogues
Editing categories
Editing requirements in a catalogue
Useful Features
Working Papers
Worklist
Shoebox
Add period / Rollover
Security
Setting up two-factor authentication (2FA)
Logging in for first time
