Skip to main content

Getting Started with Atlas

This section takes you through setting up Atlas, from creating your account to working with your first client.

info

An Atlas account is separate from any Fiskl user account. Even if you already sign in to Fiskl at app.fiskl.com, create a free Atlas account at atlas.fiskl.com to work with clients as their accountant.

Setting Up Atlas​

Follow these steps in order. Each step links to a guide with full instructions.

  1. Create your Atlas account — Sign up at atlas.fiskl.com, verify your email, and complete onboarding. Your first branch is created as part of onboarding.
  2. Invite your team — Give colleagues access to your practice and assign each person a role.
  3. Add more branches (optional) — Only needed if you work across several billing currencies, offices, or service lines.
  4. Connect your first clients — Add clients yourself, or accept invitations from clients who already use Fiskl. Then open each client once with Access Fiskl to complete the connection.

Once You Are Set Up​

Your everyday work in Atlas happens in these sections:

  • Client Management — Add clients, accept client invitations, and access client accounts
  • Advisory — See which clients need attention, such as overdue receivables or a broken bank feed
  • Billing Models — Compare Charge Us and Client Pays, and decide which suits each client
  • Team & Branches — Manage team members, permissions, and branch settings
  • Document Management — Store client documents securely with each client
  • Reports & Analytics — Monitor activity across your practice
  • Fiskl Partner Program — Earn referral commission on Client Pays accounts
  • Atlas Overview — How Atlas is structured, including organisations, branches, roles, and billing models