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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. Follow the onboarding steps to set up your organisation and first branch

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

During onboarding, you also set up your first branch, including its billing currency and branch email.

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The billing currency cannot be changed after the branch is created. Select the currency your firm uses to invoice clients for managed services. See Configuring Branches for more on branches and currencies.

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Only one person in your firm needs to register. That person then invites colleagues into the same organisation. See Team Structure.

Step 2: Find Your Branch Email​

Your branch email is the address clients enter when they invite you as their accountant. Each branch has its own branch email, and a client who invites that email connects to that branch.

  1. Open the branch selector at the top left of the Atlas menu
  2. Find the branch you want the client to join
  3. Select the copy icon next to its branch email

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

Step 3: Add a Payment Method (Charge Us only)​

Atlas is free. You only pay when you use Charge Us, where your firm pays for client subscriptions. Add a payment method before you add any Charge Us clients, in either of these places:

  • Branch settings — Open the branch selector, select the gear icon next to the branch, select Billing, then select Add Payment Method
  • When adding your first Charge Us client — Go to Clients > Add Client, select Set up account under Charge Us, then complete the Verify stage

Either way, you activate Charge Us with a card in the Stripe portal. Card payments are usually approved instantly. Once activated, you can switch to other payment methods, such as SEPA, BACS, or Revolut Pay.

The payment method currency must match the branch billing currency. You cannot add Charge Us clients until verification is complete. See Charge Us Model.

If you only plan to use Client Pays, 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. Select the three dots at the bottom of the left menu, then 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.

Next Steps​

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. Once your account is set up, the invitation appears under Client Invitations automatically. Your client doesn't need to send it again.

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.

Once your account is set up, ask each client to invite you again using your new branch email.