Each branch sees only its own data. Overview users see all branches.

What every new client must upload (via the client portal) before work can be scheduled for them. Applies to clients in Onboarding status.

The set folder structure every client gets, on the client’s Documents tab and on their portal. Drag to reorder.

New companies start with the standard roles (Partner, Manager, Senior / Junior / Trainee Accountant, Tax Practitioner, Payroll Administrator, Company Secretary, Administrator) — delete any that don’t apply, rename them, or add your own. Workflow steps reference these — work can only be assigned to people who hold the step’s role. A role also decides whether its people see personal tax details and the Passwords tab of the clients they can open.

Every change in the system — who did what, when.

Permanently deletes records for this organisation. There is no undo. Users, branches and settings are never touched.

Each service is a workflow: its checklist of steps, schedule, and sign-offs. New jobs are created with the tasks already populated.

Your firm's shared address. System emails (portal sign-in codes, reminders, e-signature requests) and "send from the firm" go out through it. Each staff member links their own mailbox under their name (top right) → My email.

Only used while the firm mailbox above isn't linked.