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Set up your practice

Open the firm, add the people who sign in, and bring in the first client.

  1. Step 1

    Register the practice and confirm its email address.

  2. Step 2

    Add the people who will sign in, each with their own login and role.

    A read-only login opens the records and changes nothing.

  3. Step 3

    Open a file for a client with no account, or invite one who keeps their own.

    Only they can grant you access to a record that already exists.

Still stuck? Write to office@managetax.ie and say which step you are on.