Get started: your first week with ProCharted

A short checklist for your first week – set up your firm, bring in your clients, create your work, invite your team, then connect email, the client portal, time and billing.

New to the screens? Take the quick tour first: it shows where everything is.

Day 1: set up your firm

1. Add your company details and review your work types. Work types are the kinds of jobs you do (for example Bookkeeping or Personal Tax Return), each with its own statuses and defaults. Follow the set-up checklist.
2. Adjust the statuses your team moves work through, such as Ready, In Progress and Waiting on client: statuses and work types and work type defaults.

Day 2: bring in your clients

3. Import your client list from a spreadsheet (CSV file), or add clients one by one: the client list and importing and add or edit a client.

Day 3: create your work

4. Create your first work items for those clients: create new work.
5. Make repeating work schedule itself – monthly bookkeeping, quarterly filings, year-end work: recurring work.
6. Save your usual steps as templates, so every job starts with the right subtasks: subtasks and subtask templates.

Day 4: invite your team

7. Add your team members and choose what each person can see and do: team members, access levels and permissions.

Later in the week: connect the rest

8. Connect your email (Outlook / Microsoft 365) to see client emails on each client and send reminders: connect your email. Then try email sequences to chase documents automatically.
9. Invite clients to the client portal to collect documents and get e-signatures: the client portal.
10. Track time on your work with the timer: time tracking.
11. Send your first invoice and record payments: invoices and payments.

Every day

• Your Home page shows what needs you today.
• Ask questions about your firm’s work in the search box with Ask ProCharted.
• Stuck? Click the round Help button at the bottom right of any page to ask the help assistant.

We’re here to help

Setting up is included in your plan, at no extra cost.

• Book a session with our team: book a demo or setup call.
• Email us: support@procharted.com.