This video library provides a collection of short training videos to help you configure and manage your AccountKit practice.

Whether you're setting up your practice for the first time, managing users, configuring integrations, or reviewing compliance settings, these videos will guide you through the key areas of the platform.

Self-Paced Onboarding - YouTube

How to navigate your AccountKit system.

One of the most important parts of AccountKit is ensuring your practice settings for your administration tools are set-up and ready to go as you make a start in the platform.

This tutorial aims to ensure that your global settings are up to date, your correspondence register is configured and you have your document templates loaded for use whenever you need them.

Setting up your integrated practice software in AccountKit is easy. Here's how to do it!

How to add and remove users within AccountKit.

Setting up your Client Maps the right way the first time is important. Ensuring consistency across your entire organisation.

This video outlines how you can set-up your compliance tools to generate schedules the way your business prefers.

This saves time in the creation of work in the system, whilst still allowing you to edit settings on individual schedules as needed for clients with unique needs.