18 docs tagged with "Atlas"

Review and accept client invitations in Atlas when clients invite you to access their Fiskl accounts through the Client Pays model.

Add clients to your Atlas practice using Charge Us or Client Pays billing models, or accept invitations from existing Fiskl users.

Manage your accounting practice with Atlas — organise teams, clients, and billing across multiple branches from one place.

Understand the two billing models in Atlas — Charge Us where your firm pays, and Client Pays where the client manages their own subscription.

View client counts, team members, estimated billing, and activity logs for a single branch in the Atlas dashboard.

Create and configure branches in Atlas using the branch selector, manage branch settings, and update billing through the Stripe portal.

Learn how the Charge Us billing model works in Atlas — your firm pays client subscriptions, owns the accounts, and controls the relationship.

Understand how Charge Us subscriptions work including prorating, mid-cycle billing, plan tiers, and managing your payment method.

Understand the two levels of client access in Atlas — portal-level permissions for your team and Fiskl-level permissions for accountants working in client accounts.

View your client list, access client Fiskl accounts, manage accountant assignments, and track access history in Atlas.

Learn how the Client Pays billing model works in Atlas — clients own their accounts, pay their own subscriptions, and either party can disconnect.

Link your partner account, create custom referral links, and track referral activity from within Atlas.

Invite team members, manage branch assignments, customise permissions, and control parent roles and security settings in Atlas.

View organisation-wide metrics, branch health, billing summaries, and cross-branch activity from the Atlas parent dashboard.

Earn recurring revenue by referring clients to Fiskl through the Global Partner Program, with commission tiers from 20% to 50%.

Understand branch roles, parent roles, and the eight permission categories that control what team members can do in Atlas.

Understand how to change a client's billing model in Atlas, including the ownership transfer process for Charge Us accounts.

Manage your accounting team in Atlas — invite members, assign branch roles, customise permissions, and control access across your practice.