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 tour the dashboard, navigate daily work areas, manage tasks, and open client records.

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. Open First Day in Assisterp for a guided tour of daily workflows.
2. Review your personal dashboard, assigned tasks, and calendar schedules.
3. Learn how to open and manage client records in Clients.