Start here

Set up your practice, link clients, and configure reports. Everything you need to get started

Connect your practice, configure settings, and add your first client

Start by adding a new client or linking your existing client in Practice Compliance

Give your team access with the right permissions. Control who sees what.

Sync a cloud-based ledger like MYOB Business or add a CSV or Excel file manually

Create financial reports to match your firm's branding and client needs

Using Client Accounting

Manage client ledgers, prepare workpapers, and generate financial reports. Everything you need for day-to-day accounting

Review ledger balances, make adjustments and save documents

Record adjustments, reconcile accounts, and finalise your working papers

Use mapping to standardise your chart of accounts, save time, and simplify your workflow with AI suggestions

Generate and customise financial reports. Choose what to include and how it’s displayed

Updates, help and support when you need it

Learn the basics of Client Accounting by enrolling in the MYOB Academy course