All CollectionsGetting startedGetting startedSet up your practice, find your way around AccountKit and get your team started.10 articlesGetting Started with AccountKitA step-by-step onboarding guide covering practice settings, adding clients, inviting your team, setting up integrations, and starting your subscription.Menus & Shared ElementsA tour of AccountKit's common interface elements — the main menu, views and filters, the shared toolbar, and bulk editing — used consistently across every tool.AccountKit plans and pricingWhat each AccountKit plan includes, the per-user price in your region, the five-user minimum, accounting connections, guest users and how billing works.Your 14-day free trialHow the AccountKit free trial works: what's included, why you don't need a credit card, what happens when it ends, and how to ask for more time.Onboarding and trainingWhat's included in AccountKit onboarding, how paid team training works, and the recordings your team can watch any time.Hints and tipsHandy links and tips for getting the most out of AccountKit day to day.Importing, exporting & print previewHow to import, export and print preview your data in AccountKit.Your dashboardHow to read and customise your dashboard, a snapshot of the health of your practice data.Importing clients & relationshipsImport your clients from an Excel export of your old practice software.Self-paced onboardingA library of short training videos to help you set up and run your practice in AccountKit.
