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 Armalytix to request bank statements directly from your bank.

How to set up
1. Follow the link you’ve been sent and open it on mobile or desktop.
2. Create your account and your own password. This password can be used each time you receive a request from us.
3. Review the information you have been asked to share.
4. Connect the bank accounts you want to use.
5. Check your report.
6. Confirm you’re happy to share the information with us.

Password
The password is the one you have created.

Click here to know more about Armalytix.


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 anywhere within the email to open up a portal link. The first time you log in, you will be asked to set up a 4-digit pin. The pin will only apply to that checklist.

How to access
If you need to come back to the checklist later on, you can either open it up from the email or bookmark the link.

Password
The password is your chosen 4-digit pin.


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 and Payroll.

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.


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.