Set up your practice

Your account identifies you; your practice membership decides whose clients you can work with in Workpapers. A client accepting an upload invitation has a separate client account and does not become a firm member.

Choose your starting point

Your situation	Start here	Confirm before continuing
A colleague invited you	Open their invitation and sign in with the invited email	You join their practice, with the intended role
You are setting up a new practice	Open the product you need and sign in with your own work email	The practice belongs to you and has the right name
You are a client uploading documents	Follow the accountant's request	Use the client access flow, rather than setting up a practice

The path is sign in → confirm the practice → complete the setup shown → add clients → complete a first task. Inviting colleagues is optional for a solo user's first workpaper.

Open Workpapers. Use the address your colleague invited, or your own work email for a new practice.

Choose an offered provider or Send magic link. The email contains a link and a six-digit code. Complete any second-factor setup or check shown before working with practice data. The sign-in guide explains passkeys, authenticator apps and the temporary setup deadline some existing members see.

Check: reaching the product with your account is the sign-in result. A message saying that a code was sent does not mean you have signed in yet.

2. Confirm which practice you are working in

If an invitation is offered, check the practice name and choose Join. If you already belong to several practices, select the intended one. A new account may start with a generated practice name; confirm it in setup before using it in client-facing work.

If you expected an existing practice but cannot see it, check your sign-in address and ask its Owner or Admin to check the invitation. If invitations could not be loaded, reload and resolve that error before creating another workspace. A second practice has a separate directory; it does not reconnect you to the first one's clients.

Check: the correct practice name is selected and your role is appropriate. An empty directory is expected in a new practice; it needs investigation if you expected an existing client list.

3. Complete the setup steps shown

The wizard adapts to the practice and your permissions. Follow the steps shown for your account; you should not expect every screen below on every visit.

Step	What to do	What confirms this step
Terms and disclosures, when shown	Read the documents and acknowledgements; accept using the screen's controls	The acceptance succeeds and the wizard advances
Practice details, for a new practice's Owner or Admin	Confirm the firm name; add a tagline and logo if needed, then continue	The save succeeds; no error remains on the step
Security, if not already completed at sign-in	Add and confirm a passkey, or set up and verify an authenticator app	The verification succeeds; simply displaying a QR or opening a passkey prompt is incomplete
Team, for an Owner or Admin	Invite the people who need access, or set up the team later	Created invitations are distinct from colleagues who have joined
How you heard about BeforeMay, when shown	Choose the relevant option or continue using the offered control	The wizard reaches the product's welcome
Product welcome	Use the final button to enter the product	You reach the product workspace after completion succeeds

Team and some optional setup steps offer Set up later. Using it does not create an invitation or complete that optional task. Practice-member security setup requires a second factor; eligible existing members may postpone only within the temporary grace period shown on their screen.

4. Add the people and clients you will work with

For colleagues, use Team. Check the accepted roster, not only the Waiting to join list. Each colleague uses their own login.

Start with your first workpaper to choose the client, financial year and return type, then upload the source files.

5. Complete one task and inspect its result

Product	Follow this walkthrough	Completion means
Workpapers	Build your first workpaper	A delivered workbook exists; complete your own review before marking the case complete

Before considering setup complete, confirm the right account, practice, role and client. Confirm required security setup. Finally, use the tutorial's result check; arriving at the product's home screen does not establish that your first client task is finished.

Check the practice name before working: having the same account does not mean all practices you belong to share their data.