App Stack

We use Acuity Scheduling so you can easily view our real-time availability and self-schedule your own appointments.

How to access

Click here to schedule a meeting or click the link that can be found on our email signatures.

Password

It does not require any password.


We use BrightPay Connect to request payroll information only from company directors on payroll. We will be sending out payroll requests and payroll approval through this portal. There is also a comment box in here where you can put any further instructions in relation to payroll.

How to set up

1. Open the email invitation from BrightPay Connect.
2. Click the active link.
3. Create your login details (email and password) for BrightPay Connect.
4. Click Go.

Password

The password is the one you have created.

Note: We are currently teamed up with a leading payroll provider, who specialise in working alongside Accountants. Payroll Sorted Ltd will be doing the payroll processing for all of our clients with employees.


Dext Prepare is the new name of Receipt Bank. We use it to manage your receipts, invoices, and other documents to keep accurate, secure financial records.

How to set up

  1. In the middle of the homepage, you can find the button to invite your accountant.
  2. Type our email address into the invitations field.
  3. Click “Start Collaborating” then “Grant access”.

Ways to submit documents

Dext Mobile App
There is an iOS version and an Android version of the Dext Mobile App.
Submitting items through the mobile app is simple:
1. Open the mobile app
2. Take a picture of your receipt
3. Review
4. Press ‘Submit’ or ‘Publish’

Email-in
You may email your receipts to your @dext.cc address. Every Dext Prepare user will have a new @dext.cc address that is identical to their Receipt Bank one.

Password

The password would initially be the one we sent you, but then you would have updated it to put your own password in.


You will receive an email with a checklist when we need to do your accounts, payroll, tax return, or VAT return. This is where we will require certain information from you to make sure we’ve got all the information to do the work.

How to set up

To get started you just need to click “Manage Checklist” within the email to open up a portal link.

Karbon is now using a ‘magic link’ instead of a pin. The checklist will be linked to the device that you are using.

If you need to open the checklist on a different device (e.g. phone, different computer), simply request a new magic link on the new device.

To request a new magic link:

  1. Using the new device, open the email with the checklist.
  2. Click “manage checklist”. It will say that the device is not recognized and that you need a new link.
  3. Click the “Send Access Link” button.
  4. You will now receive a new email with the new magic link for that device.

How to access

You may log in to the Karbon client app where you can see all your completed and uncompleted tasks. 

To access the client app: 

You’ll see a “Log In” button inside the magic link. Once you click that, you will be taken to a log-in page. You will need to set up an email and password. 

If you own several companies, you will have to create separate logins for each company. 

Password

The password is the one you have created.


We use loom to send you instructional videos.

How to access

To access the video, simply click the loom video link. You can watch the video from your desktop or mobile browser.

Password

It does not require any password.


We use Microsoft OneDrive for your Final Accounts.

How to access

To view the document, simply click the link and enter the password.

Password

You can provide us a code to be used as your password. If you haven’t provided any code, we will be using any of the following:
• Registered office postcode,
• National Insurance Number, or
• Date of Birth


We use Nest Connect to help you set up or manage your NEST account.

How to set up

1. Open the email invitation from NEST.
2. Click the active link.
3. Create your login details for your employer account.

If you already have an existing employer account with NEST:
1. Click ‘Manage delegates’ from your NEST home page.
2. Then click ‘Add a new delegate’ and select ‘Add organisation’.
3. Enter the name of our organisation and our Delegate organisation ID.
4. Click ‘Confirm’ if the details are correct.
5. Select the level of access you want to give us, depending on what you want us to manage.
6. You’ll see a summary of the details you’ve entered. If the details are correct click ‘Confirm’ or click ‘Edit’ to correct the details.

Password

The password is the one you have created.


We use Signable to send documents that you need to sign straight to your inbox.

How to access

1. Open the email received from document@signable.co.uk
2. Click the link to the document
3. Fill in the required fields e.g. address, date, ID upload
4. Click sign. You can sign from any device, including a mobile device.
5. Choose the type of electronic signature you’d like to use
• Type your signature with a keyboard
• Upload an image of your signature
• Draw/write your signature with a mouse or trackpad
• Submit the document.

Password

There is no password needed to sign the documents.


Streem Connect is a software which allows us to view and download your bank statements without you needing to download and send them across to us.

Streem Connect can connect to most bank accounts, credit cards and PayPal accounts giving read-only access and no one will be able to access your money.

How to set up

We will send you a text message with a link that will take you through a few simple steps to connect your accounts. Once this link has been set up you will only need to refresh this every 90 days (just like Xero!)

Password

The password is the one you have created.

Click here to know more about Streem Connect.


Tripcatcher captures your business mileage and sends your mileage expenses directly to Xero.

How to set up

1. Open the email invitation from Tripcatcher.
2. Click the active link.
3. Download the Tripcatcher phone app available in Apple’s App Store for iOS or Google Play for Android devices.

How to use Tripcatcher

1. Save your business trips via Tripcatcher web app or Tripcatcher phone app.
2. Publish your mileage expenses to Xero by going to the Expense Claim page.
3. Select a Date Range of trips to be published.
4. Click the ‘Publish’ button.

Password

The password is the one you have created.


To get started, we will be sending you an invite to Xero as a new user.

How to set up

If you’re a new Xero user:
1. From the invite email, click the link.
2. Click ‘Accept Invite’.
3. Enter your details, then create and confirm your password.
4. Once you’ve read and understood our Terms of use and Privacy notice, select the checkbox to confirm you agree.
5. Click Create.

If you’re an existing Xero user:
1. From the invite email, click the link.
2. Click Accept Invite.
3. Enter your Xero password.
4. Click Login.

Password

The password is the one you have created.


We use zoom for meetings.

How to access

Simply log in to the zoom app on your desktop. If you’re on mobile, you can go with the Zoom app available in Apple’s App Store for iOS or Google Play for Android devices.

Password

The password is the one you have created.