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Setting Up Your Practice

This guide explains how to create your Atlas account and get your practice ready for clients.

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An Atlas account is separate from any Fiskl user account. Even if you already sign in to Fiskl at app.fiskl.com, create an Atlas account at atlas.fiskl.com. Atlas is free for accountants.

Step 1: Create Your Atlas Account​

  1. Go to atlas.fiskl.com and enter your details to register
  2. Check your inbox and verify your email address
  3. Enter your firm's details to set up your organisation

You need to verify your email address before you can continue. When you register, you become the Super Admin of your organisation. Super Admin gives you complete access to all branches, users, and billing settings.

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Only one person in your firm needs to register. That person can then invite colleagues from Team Management > Team Members, so your whole team works within one organisation. See Team Structure to choose the right roles.

Step 2: Create Your First Branch​

After signing in, create your first branch. Branches are the operational units of your practice. Each branch has its own clients, team members, and billing.

  1. Open the branch selector at the top left of the menu
  2. Select Add Branch
  3. Enter a branch name, branch email address, and country
  4. Select your billing currency

The branch email is used for client invitations and billing communications. Use an address your firm checks regularly.

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The billing currency cannot be changed after the branch is created. Choose the currency your firm uses to invoice clients for managed services. All other branch details can be updated at any time.

If your firm works in multiple currencies, you can add more branches later, one per billing currency.

Step 3: Find Your Branch Email​

Your branch email is the address clients enter when they invite you as their accountant. To find it, open the branch selector at the top left of the Atlas menu.

Share your branch email with each client you want to connect with. Don't share the email you use to sign in to Fiskl, because client invitations only reach you through your Atlas branch email.

Step 4: Add a Payment Method (Charge Us only)​

If you plan to pay for client subscriptions on behalf of your firm, you need to add a payment method before you can add any Charge Us clients.

  1. Go to Clients > New Client > Charge Us > Setup Account
  2. Select Request billing verification
  3. Enter a short reason. The currency cannot be changed, as it is set to your account's default currency.
  4. Add your card or bank details in the Stripe portal

Card payments are usually approved instantly. Direct debit payments take three to five business days to verify. You cannot add Charge Us clients until verification is complete.

If you only plan to use the Client Pays model, you can skip this step.

How Clients Invite You​

Clients who already use Fiskl invite you from their own Fiskl account. Share these steps with your client:

  1. Sign in to Fiskl at app.fiskl.com
  2. Open the menu at the bottom left and select External Access > Invite Accountant
  3. Enter your Atlas branch email and send the invitation

After your client sends the invitation, it appears under Client Invitations in the Atlas sidebar. Accept the invitation to access the client's account. See Accepting Client Invitations for details.

To invite clients yourself instead, see Adding Clients.

You Are Ready​

Once your branch is created and your payment method is verified (if needed), you can invite your team and start adding clients.

Next steps:

  • Team Structure — Understand organisation and branch roles before inviting your team
  • Configuring Branches — Add more branches for different locations or currencies
  • Adding Clients — Connect your first clients using Charge Us or Client Pays

Common Issues​

My client invited an email address that isn't my branch email

If your client invites an email address that isn't linked to an Atlas branch, they can send you an automated email instead. What you do next depends on whether you already use Atlas.

If you don't have an Atlas account yet: Follow the link and instructions in the email to create your free Atlas account.

If you already use Atlas with a different email address: Reply to the email with your firm's branch email so your client can send the invitation there. To find your branch email, open the branch selector at the top left of the Atlas menu.

I used the previous Fiskl accountant portal

The previous accountant portal has been retired, and its accounts were not transferred to Atlas. Register at atlas.fiskl.com to create your Atlas account.

After you create your first branch, ask each client to invite you again using your new branch email.