Getting started

Welcome to Assisterp. Choose your starting point based on your role in your accounting firm:

• Firm Owners & Managing Partners: Use the Firm owner onboarding guide for a master 5-phase setup roadmap (firm profile, roles, client import, service templates, pipeline triggers, and billing).
• Staff Members & Employees: Use First Day in Assisterp to walk through your first work day: signing in, attendance, your tasks, and logging time.

Which setup page do I use?

Firm owners will see three setup pages. They work together, so you won’t do anything twice:

• This page points you to the right path for your role.
• The Firm owner onboarding guide is the plan: what to set up, and in what order.
• The Onboarding checklist is Assisterp’s in-app tracker of what you’ve finished. Most items tick off by themselves once you complete the matching setup, so it fills in as you follow the guide.

New to terms like jobs, pipelines, and stages? Read How work fits together first.

Before you start

• Ensure you have an active Assisterp user account for your firm.
• If an area or setting is missing from your navigation sidebar, see Permissions and Visibility.

Sign in to Assisterp

1. Open your firm’s Assisterp sign-in URL.
2. Enter your email address and password.
3. Select Login.

If you do not know your firm’s sign-in URL, contact your firm administrator. If you cannot sign in, select Forgot Password? to recover your credentials.

Role-based setup paths

Path 1: Firm owners and administrators

If you are responsible for setting up your firm’s practice management environment, complete setup in this order before inviting your team:

1. Firm owner onboarding guide: Master 5-phase onboarding roadmap.
2. Firm Setup: Configure firm profile, logo, branding, business hours, and due-date offsets.
3. Employees and Roles: Define custom roles, permission security tiers, and invite staff.
4. Import clients: Bulk import client accounts, set custom fields, and assign tags.
5. Service templates, Job templates, and Pipeline triggers: Build your firm’s workflow automation engine.

Path 2: Team members and staff

If your firm is already set up and you are joining as a staff member or manager:

1. Follow First Day in Assisterp step by step.
2. Review your personal dashboard, assigned tasks, and calendar schedules.
3. Learn how to open and manage client records in Clients.