Accountants and teamwork
Work with your accountant, run a practice, and share work through portals, projects and chat.
All topics
Topics
Start here
- Start here Find your accountant connection and invitation Review the company accountant connection and open the invitation entry point.
- Start here Find clients and review their workspace Open the practice client list, prepare an Add a client form, and find client-specific records.
Common tasks
- Find requests from your accountant Review open and completed requests for the connected company. 1 min
- Review records to send to your accountant Inspect export scheduling and the Send now options before generating or sending records. 1 min
- Review practice team members and roles Find your practice team and inspect the permission matrix used by accountant roles. 1 min
- Access your client portal Request passwordless access using the email associated with your portal account. 1 min
- Find projects, tasks and project documents Projects brings project work into one place. Start with the project list, then open the project whose work you want to review. 1 min
Work with your accountant
- Open an invitation from your accountant Check the account-creation page reached through your accountant invitation. 1 min
- Find documents shared with your accountant Browse the company shared folders and locate files by name or description. 1 min
- Find your Concierge overview Open the Concierge service overview from your company account. 1 min
Run your practice
- Find practice projects and review their work Open a client project to review its tasks, team chat and files. 1 min
- Review the practice inbox and open a conversation draft Find practice conversations and prepare the New Conversation composer. 1 min
- Review your practice email accounts Find the mailboxes connected to your accountant account and check their status. 1 min
- Review your practice company profile Find the company identity and contact details held for your accounting practice. 1 min
- Review practice service items Find service names and rates in your practice settings. 1 min
- Review practice subscriptions and billing Distinguish subscriptions billed to your firm from subscriptions billed to clients. 1 min
- Find and inspect workflow templates Review reusable practice templates, their sections and default settings. 1 min
Client portal
- Find documents shared through your portal Documents shows the folders and files available to your signed-in client account. 1 min
- Review requests from your accountant Requests separates work your accountant is still waiting for from completed requests. 1 min
- Find conversations in your customer portal Your portal keeps customer conversations separate from your company’s internal workspace chat. 1 min
- Find your customer portal dashboard The Dashboard identifies the company whose customer portal you have opened. 1 min
- Review projects shared with you Projects lists the projects shared with your customer account. 1 min
Projects and time
- Find project labels, tags and tag groups Project labels, Tags and Tag Groups are separate ways to organise information. 1 min
- Review project workflows Project workflows lists the status workflows available for project work and identifies the default workflow. 1 min
- Review team and individual timesheets Timesheets provides a team report and a separate view for an individual team member. 1 min
Chat, calls, clips and calendar
- Open the calendar Find your calendar and identify its date and view controls. 1 min
- Find clips and open a shared recording Understand the difference between the company clip library and a shared clip link. 1 min
- Find a SyncUp call SyncUp has separate entry points for signed-in workspace members and guests using a call link. 1 min
- Find conversations in workspace Chat Workspace Chat brings the available conversation rooms into one sidebar. 1 min
CRM, contacts and documents
- Review contact migration mappings Inspect current contacts before proceeding to migration review. 1 min
- Review your CRM pipeline Open the pipeline or an existing lead while keeping write actions separate. 1 min
- Find documents and the document-chat entry Browse documents and identify the separate collaboration surface. 1 min