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5 docs tagged with "Getting Started"

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Atlas Overview

Atlas is Fiskl's free portal for accounting firms. Learn how Atlas is organised into branches, how roles work, and how billing models connect you to clients.

Configuring Branches

Decide when you need more branches in Atlas, create a branch with the right billing currency, and update branch details such as name, email, and country.

Getting Started with Atlas

Set up Atlas step by step. Create your free Atlas account at atlas.fiskl.com, invite your team, add branches if needed, and connect with your first clients.

Setting Up Your Practice

Create your free Atlas account at atlas.fiskl.com, find the branch email clients use to invite you, and add a payment method if your firm pays for clients.

Team Structure

Understand branch roles, parent roles, and extra permissions in Atlas, decide which role suits each colleague, and invite your team into your practice.