Lesson 01
What Accountant is for
Accountant is a practice workspace for firms managing client work, document requests, review queues, client switching, billing visibility, and managed-client discounts.
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Product learning
For Accountants learning
Guides for firms managing client switching, document requests, review queues, billing, and handoff.
Lesson 02
First workflow to learn
Create the practice workspace, add or switch to a client, request documents, assign review work, then track what is ready for handoff.
Lesson 03
How it connects
Accountant stays separate from each client account while giving firms cleaner oversight across managed clients, review work, and subscription margin.
What you can learn
Learn the everyday work inside For Accountants.
Follow the areas below to understand what the product does and where to start.
Practice setup and team roles
Client invitations and client switching
Task ownership, deadlines, progress, and escalation
Document requests, received files, and outstanding items
Review queues, approvals, and handoff
Managed client subscriptions, discounts, and billing visibility
Guides
Open a product guide.
Choose a setup, workflow, reporting, access, or support guide for this product.
Guide 01
Accountant guide
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Guide 02
Firm setup and team roles
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Guide 03
Client switching
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Guide 04
Client invitations and managed clients
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Guide 05
Tasks, deadlines, and progress tracking
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Guide 06
Document requests
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Guide 07
Review queues
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Guide 08
Managed client billing
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Guide 09
Client handoff and support escalation
Open guide