You can create your practice from here… In Business Name field, if you have registered business then it will auto fetch company name. you just need to type & select from dropdown. if not then you can enter your business name manually.
After adding all valid details, On Submit button selection, you will be navigating to Business Setup page. In Business setup pages, you need to proceed with 4 steps to complete your registration.
In practice tab, if you select business name from dropdown then you will show some of already fetched details which were linked with your registered business. You can add details in blank fields as well as you can update already fetched details too.
You can add details related to VAT Number. Add VAT Number in “VAT Number” field, Add Percentage whatever you want to apply for your clients in “VAT Rate” field. You can add client prefix number in “Client Number Prefix” field. Lastly you can upload company logo from “Company Logo” button selection.
Business Setup > Practice > Directors
By default, if you selected business from dropdown then it will show auto fetched directors. If not, then it will show blank. You can add number of directors manually from “Add Director” button selection. You can set “Primary Director” by doing toggle ON of particular record.
You Can add director manually from here. After filling up relevant details, it will create new record & you can see that record in directors’ listings.
On “Save & Continue” button selection, you will navigate to “Comms Preferences” tab.
SMTP used to send outgoing emails from your account. By default, if not added email id in “From Email” field then it will send emails from default pracmate email id. You can add respective email id to send emails from it.
The Email signature will be used in all emails going out (including automated emails) from the system on your behalf.
You can setup header/footer template from here. By default, it will show “Default Pracmate” option selected. You can add your own template by selecting “Personalised” option.
On “Save & Continue” button selection, you will navigate to “Default Templates” tab.
You can set your preferences for the documents to get digitally signed.
Furthermore, you can add “Director’s Guarantee Letter” in LOE by selecting “Yes” in “Need Director’s Guarantee Letter with LOE?” field. If selected Yes, it will show “Director’s Guarantee Letter” field & if selected No then it will hide that field.
You can add particular email id in BCC by entering email id in “Add BCC email address for Letter of Engagement (Contract)” field. You can select particular font style by selecting from “LOE Font” field.
You can add Authorised Signatory & Email id by entering particular details in relevant fields.
Business Setup > Default Template > Default Proposal Template
For your convenience, we have created a Default Proposal Template, you can Edit it or create another template from settings after creating your account. You can View Default created template by selecting “Eye” icon showing on right side.
For your convenience, we have created a Default LOE Template, you can Edit it or create another template from settings after creating your account. You can View Default created template by selecting “Eye” icon showing on right side.
By selecting “Save & Continue” button, it will navigate to “Choose Plan” tab.
Finally … we are on last step of registration J . Here you can select particular plan based on your requirements. We will provide services based on your plan selection which we have mentioned in each plan.
On “Choose Plan” button selection, it will open Payment Setup popup. You need to pay for selected plan.
After successfully proceeding payment, you will show “Your plan is activated” toast message & after that you will navigate to “My Workspace” page.
