Getting started
Set up your account, connect Stripe, and add your first client.
Welcome & your onboarding checklist
Four things to set up in your first 30 minutes so your practice is ready for clients.
Set up your CP profile
Name, title, profession, timezone, currency — the identity layer behind every client-facing document.
Configure your business settings
Business name, address, credentials, payment instructions, tax info. Appears on invoices and contracts.
Connect Stripe to accept card payments
Link your bank via Stripe Connect. Takes 10 minutes. Zero platform fees — you pay Stripe directly.
Can't find what you need?
Email us directly. We're a small team and we read every message.
✉[email protected]We typically respond within 24 hours.