Knowledge Centre
Put practice knowledge where work happens
Keep internal process notes in one shared place and connect them to the workflow tasks that call for them.
Full functionality on the Practice tier
Published AccountKit product screenshot; the interface may have changed since capture.
Inside the tool
The answer beside the task
Open a sample guide to see the sort of context a team member needs while completing a job.
Knowledge CentreInteractive preview · sample dataSelected entry 01
Client onboarding
The steps and checks for setting up a new client.
A consistent start for the team.
Selected entry 02
BAS review
The practice’s review checklist and handover notes.
The process is available from the job.
Selected entry 03
Year-end close
Where to find the firm’s standard close procedure.
Less reliance on one person’s memory.
Interactive demonstration with sample data, based on the AccountKit interface.
Make it your practice
Put this tool to work with your clients
Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.
