Setting up and getting started with MYOB Practice Compliance

What is Practice Compliance?

A set of online collaboration tools for accountants and bookkeepers to manage daily tasks with everything in one place. Read more about Practice Compliance.

Before you start working in Practice Compliance, you need to complete some setup tasks. This page gives you all the information you need to get up and running and learn all the things you can do in Practice Compliance.

Accessing Practice Compliance

You can access Practice Compliance if you're an:

I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access Practice Compliance from any device:

directly from your browser by visiting partner.myob.com.
by clicking the cloud on the toolbar of your MYOB AE/AO desktop software.

Before using Practice Compliance, complete the following setup tasks.

Topic	Help
Enable Contacts sync: By syncing your contacts, you can access and sync your client's contact data from AE/AO in Practice Compliance.	Contact Sync
All about setting up Tax in Practice Compliance.	Getting started with Tax Setting up Tax
Permission settings for your Practice Compliance users.	Permissions Restricting access to MYOB Practice
Portals let you share documents securely and keep your clients up-to-date.	Portal Editing your default portal details
Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.	Tasks
Storing documents in Practice Compliance is a powerful way to keep important client documents together and accessible from anywhere.	Documents Setting up documents profiling within Practice Compliance
The Client files pages give you an overview of the status of client files and lets you launch into more details, and create new files.	Client files
Your practice's information.	Agency details (NZ only) ATO agent settings (AU only)

I'm a Partner Program member (without AE/AO)

You can access Practice Compliance from any device at https://partner.myob.com.

As the primary contact, you’ll also be the Practice administrator, which means you can give others access to Practice Compliance if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

Before starting to use Practice Compliance, there are some one-time setup tasks you'll need to do at a practice level.

Topic	Help
Set up your clients and contacts and add their online files, prepare activity statements.	Creating clients and contacts Grouping families, clients and companies
Give and restrict access to your employees.	Adding or removing users in Practice Compliance Restricting user access to clients Permissions
Set up all your portal, payment options for the MYOB files.	Payment options and commissions Setting up your portal options Editing your default portal details
Set up reward preferences and payment profiles.	Selecting Partner Program reward preferences
Set up your document profiles, and customise email preferences.	Setting up notification preferences Setting up documents profiling within Practice Compliance
Create MYOB online files or learn how to request access to clients' files.	Creating an online file Requesting access to a client file

Need more help?

Take our free online courses.
In Practice Compliance, click the Help button (?) in the left menu bar, select Log a support case and complete the Support request form.