Getting started · Octotax for Accountants
Create your practice
Sign up, start your free trial and fill in the firm details your engagement letters need.
- Go to Create your practice, or choose Start free trial on the Octotax for Accountants page.
- Enter your Practice name, Your name, Work email and choose a Password, then choose Create practice.
- You're signed in as the practice owner and land on the Dashboard.
Your 14-day free trial starts straight away with every feature switched on. No card is needed.
Before you add clients
- Go to Settings, then Engagement letter, and fill in Firm details: Firm name, Registered office address and Direct debit collection day. These fill in every engagement letter. Choose Save firm details.
- Invite your team, then import your clients.
Signing in later
Go to the sign-in page, enter your email, choose Continue, then enter your password.
Only the practice owner can change firm-wide settings such as the engagement letter wording, reminders, branding, filing alerts, staff permissions and the Octotax listing.
Still stuck?
Contact support: [email protected], we aim to reply within one working day.