Self-Paced Onboarding

Overview

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.

Jump straight to the applicable section:

• Full list of videos
• Getting Started
  • Navigation Overview
• Practice Setup & Administration
  • General Practice & Admin Tool Settings 
  • App Integrations 
  • User Management 
  • Client Map Design Defaults 
• Compliance & Registers
  • Compliance Tool Practice Settings 
  • Practice Registers - coming soon
  • ATO Lodgement Statistics Import and Exceptions - coming soon

Full list of videos

Getting Started

Navigation Overview

How to navigate your AccountKit system.

Practice Setup & Administration

General Practice & Admin Tool Settings

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.

App Integrations

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

User Management

How to add and remove users within AccountKit.

Client Map Design Defaults 

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

Compliance & Registers

Compliance Tool Practice Settings

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.