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Setting Up Your Practice

This guide explains how to create your accounting practice in the Accountant Portal and helps you complete initial configuration as the Super Admin.

Step 1: Sign Up for the Accountant Portal​

Create your parent organization account at portal.fiskl.com.

To sign up:

  1. Go to portal.fiskl.com
  2. Select Sign Up
  3. Enter your email address
  4. Create a strong password
  5. Verify your email address
  6. Select Complete Signup

You automatically become the Super Admin of your new parent organization.

Step 2: Configure Parent Organization Details​

Add your firm's information for billing and identification.

To add organization details:

  1. Go to Settings > Organization
  2. Enter firm information:
    • Firm name (legal entity name)
    • Business address
    • Phone number
    • Website (optional)
  3. Select Save

This information appears on invoices and communications.

Step 3: Understand Your Super Admin Role​

As the initial Super Admin, you have complete control over the entire organization.

Super Admin capabilities:

  • Create and manage all branches
  • Add and remove team members at any level
  • View and manage all billing across branches
  • Access all client accounts across all branches
  • Assign and modify all roles and permissions
  • Update organization settings

Important notes:

  • The parent organization cannot directly invite clients
  • Clients belong to specific branches, not the parent
  • At least one branch is required before adding clients

Step 4: Plan Your Branch Structure​

Before creating branches, plan your organizational structure.

Consider these factors:

Geographic locations:

  • Each office or location should be a separate branch
  • Example: London branch, Paris branch, New York branch

Currency requirements:

  • Each branch operates in a single currency
  • Create separate branches for different currencies
  • Example: GBP branch for UK clients, EUR branch for EU clients

Payment methods:

  • Each branch requires its own payment method for Bill Us billing
  • Payment method currency must match branch currency

Team organization:

  • Group team members by location or specialty
  • Assign accountants to relevant branches

Step 5: Create Your First Branch​

Branches are where you manage clients and team members.

To create a branch:

  1. Go to Branches in the portal dashboard
  2. Select Create Branch
  3. Enter branch details:
    • Branch name (e.g., "London Office", "Paris Office")
    • Currency (e.g., GBP, EUR, USD)
    • Branch description (optional)
  4. Select Create Branch

The branch is created but cannot accept Bill Us clients until you add a payment method.

tip

Create your primary branch first. You can add additional branches later as your practice grows.

Step 6: Add Payment Method for Bill Us Billing (Optional)​

If you plan to pay for client subscriptions (Bill Us model), add a payment method.

To add a payment method:

  1. Go to your branch dashboard
  2. Select Billing > Payment Methods
  3. Select Add Payment Method
  4. Enter payment details via Stripe:
    • Credit or debit card information
    • Billing address
    • Cardholder name
  5. Select Save

Important:

  • Fiskl validates the payment method but charges nothing until you add Bill Us clients
  • Payment method currency must match branch currency
  • Each branch requires its own payment method
  • You can skip this step if using only Client Pays billing

Step 7: Invite Your First Team Member (Optional)​

Add accountants to help manage your practice.

To invite a team member:

  1. Go to Team in the portal dashboard
  2. Select Invite Team Member
  3. Enter team member details:
    • Email address
    • First and last name
  4. Select role level:
    • Organization-level role (Super Admin, Billing Admin, Viewer)
    • Branch-level accountant (Owner, Admin, Member)
  5. If selecting branch-level, select which branches they can access
  6. Select Send Invitation

The team member receives an email invitation to join your practice.

Learn more: Team Structure

What's Next?​

After completing practice setup, you're ready to:

Add more branches:

  • Create branches for additional locations or currencies
  • Configure each branch with appropriate payment methods

Build your team:

  • Invite additional accountants
  • Assign roles and permissions per branch
  • Set up granular access controls

Add your first clients:

  • Select billing model (Bill Us or Client Pays)
  • Create client accounts
  • Invite business owners to access their accounts
tip

Start with a single branch and a few clients to familiarize yourself with the portal. Add complexity as you become comfortable with the workflow.

Troubleshooting Common Issues​

Cannot Create Branch​

Cause: Incomplete organization setup or permissions issue

Solution:

  1. Verify you're logged in as Super Admin
  2. Complete organization details in Settings
  3. Refresh the browser and try again

Payment Method Rejected​

Cause: Invalid card details or unsupported card type

Solution:

  1. Verify card details are correct
  2. Ensure card currency matches branch currency
  3. Try a different payment method
  4. Contact your bank if issues persist

Invitation Email Not Received​

Cause: Email delivery issues or incorrect email address

Solution:

  1. Verify email address is correct
  2. Ask team member to check spam folder
  3. Resend the invitation
  4. Use a different email address if needed

Need More Help?​

Configure branches: Configuring Branches

Understand team structure: Team Structure

Add clients: Inviting Clients

Manage permissions: Roles and Permissions