Providing your Training and Support for Software is key to mastering your accounting tools and boosting efficiency. Below, we’ve outlined key tasks designed to offer personalised guidance, resolve issues, and enhance your software skills, all to help us support your team effectively.

• Software Onboarding Sessions: Personalised training sessions to guide clients through the setup and/or basic functionality of their new office software platforms.
• Customised User Training: Tailored instruction on using specific software features, such as invoicing, reporting, or reconciliation, to meet your unique business needs.
• Workflow Optimisation Guidance: Teaching how to configure and use software workflows to streamline bookkeeping and administration tasks.
• Troubleshooting Support: Assisting clients with resolving software issues, such as errors in data entry, syncing problems, or configuration challenges.
• Ongoing Helpdesk Support: Offering continuous support via email, phone, or chat to answer client questions about software usage and functionality.
• Software Update Training: Guiding clients through new features or changes in accounting software after updates to ensure seamless adoption.
• User Access and Permissions Training: Educating clients on setting up and managing user roles within the software to maintain security and control access.
• Integration Support: Providing training on how to use and maintain integrations between your accounting software and other business tools (e.g., Approvalmax).
• Video Tutorials and Guides: Creating and providing customised video tutorials or written guides for clients to reference when using the accounting software.
• Regular Check-In Sessions: Scheduling follow-up training or Q&A sessions to ensure clients remain confident and proficient in using the software over time.