01
Create the firm shell
Set branding, firm profile, operating defaults, and the secure portal domain.
Documentation & Setup Guides
Build, launch, and operate your firm portal.
Practical guides for setting up Accountant OS, onboarding clients, managing secure workflows, and preparing your first firm rollout.
AccountantOS demo content portal preview showing an Arcade-ready demo library, walkthrough script, publishing workflow, brand kit, and review checklist.ReadyDraftReviewReady
docs.accountantos.com
Demo storytelling library
Plan the Arcade demos accountants will watch before setting up their firm portal.
Synced
Client portal walkthrough
Arcade demo
Arcade-ready outline
Brand kit setup
Capture script
Arcade-ready outline
Document request flow
Interactive demo
Arcade-ready outline
Client upload training
Client lesson
Arcade-ready outline
Arcade demo collection
Client portal walkthrough
5 steps
Interactive product story
1
Invite a client
2Callout
Request documents
3
Client uploads files
4
Review and approve
5
Send for signature
Quick Start
The shortest path from empty workspace to pilot client.
Keep the docs focused on the first actions a firm takes after signup, then turn each flow into an Arcade walkthrough.
02
Add staff and permissions
Assign owner, admin, preparer, and reviewer access before inviting client users.
03
Import clients and documents
Organize entity records, document folders, and request templates for first workflows.
04
Run a pilot workflow
Send a request, collect files, complete review, request signature, and close the job.
Collections
Documentation organized around the way firms actually launch.
Each collection can become a short demo set for accountants, clients, and internal onboarding.
Firm Portal
Configure the firm workspace, invite staff, manage clients, and standardize daily operating workflows.
Workspace setup
Staff roles
Client records
Firm settings
Demo-ready
Client Portal
Understand the branded client experience for uploads, requests, signatures, billing, and status updates.
Client invites
Document uploads
Request tracking
Mobile review
Demo-ready
Security
Review identity, access control, data separation, audit events, and launch readiness requirements.
Access controls
Audit log
Data handling
Launch checklist
Demo-ready
Turn the docs into product demos.
Use the docs structure to create short Arcade walkthroughs for accountants, clients, and founding firm onboarding.