When you login in your brand-new account, you will be taken to the dashboard page. You will not see many options in the side menu because you have not subscribed to any plan yet.
As an accountant user, you can subscribe to the business plan to manage your practice’s finances, client billing, accounting, and taxes.
Please refer to Getting Started > Business owner article for further details.
In this article, we will discuss the features available to you as an accountant user.
First, let’s explore the settings page to complete setting up your account. In the top-right corner menu, click on Settings.
On the settings page, you can add your Practice business details and ABN.
In ATO settings, add your Tax Agent or BAS Agent registration number. Here you will also find your unique 10-digit software ID for nominating Myaccountant software with the ATO. This will enable you to submit your clients’ STP and activity statements to the ATO.
In the side menu bar, click on Clients and you will be taken to the Clients page. Here you can onboard and access your clients account.
Once you add a client. Click on Connect to access the client.
The Team option in the side menu is where you can add other practice staff and set their access permissions.