Onboarding Wizard

Set up your firm after your first login. The wizard walks you through five steps.

Steps

1. Profile — Enter your Name, Phone number, and Timezone
2. Organization — Enter your firm's Name, TRN (Tax Registration Number), and Address
3. Invite Team — Add team members by entering their Email and selecting a Role. Click Add for each member. You can skip this step and invite later.
4. Chart of Accounts — Choose Start from template to load a pre-built chart of accounts, or choose Start blank to build your own from scratch.
5. Compliance Document Types — Select the document types your firm tracks (e.g., Trade License, Emirates ID, VAT Certificate). Add custom types if needed.

After completing all steps, click Complete Setup to finish onboarding and enter the dashboard.