Launch Support
Launch with clarity from day one.
Everything here is designed to help your team get set up, bring people in, and stay supported after launch.
A simple launch path
Choose your starting point
Pick the right path for your business, accountant, or invited team members.
Set up with clarity
Create the account, choose the plan, and confirm what your team needs from day one.
Bring the team in
Help each person sign in, learn their part, and start with confidence.
Keep support close
Training, help, and follow-up stay easy to reach after you go live.
Start in the right place
Choose the right sign-up or sign-in path without creating separate accounts.
Keep your accountant in the loop
Use the accountant path, invitations, and handoff steps to keep company and firm access clearly separated.
Learn as you go
Use guides and role-based help to keep setup simple from the first week.
Keep support close
Keep support and launch help in one place instead of scattering it across tools.
What a strong launch needs
A strong launch feels clear before and after sign-in.
Most launch delays come from the wrong starting point, unclear setup, or support that is hard to find.
Clear sign-in
Different sign-in options, one account
Finance, Media Suite, Executive, Accountant, and customer access all connect to the same account.
Clear separation
Separate starts for businesses and accountants
Businesses can create the account, accountants can join from their own path, and invitations keep the handoff simple.
Need the next step for your team?
Go to access to find the right sign-in, or open support and learning if your team is already underway.