Starting out
The basics
Get an overview of Practice Compliance.
Learn how your data is secured.
Explore introductory topics like how to sign in.
Sign in
Learn about signing in, system requirements and setup steps.
Give your staff access
Add your staff as users and set up restrictions and permissions to control what they can do.
Configure your setup
Set up all the different areas of Practice Compliance that you'll be using.
Understand data security
Learn about security measures, data storage, 2FA and privacy act considerations.
I need help with...
Tax returns
Prepare tax notices, reconcile data with IR and file your clients' tax returns.
Client files
Keep up to speed with your client files with the help of this handy dashboard.
Client portal
Securely collaborate with your clients, share documents and assign tasks via portals.
Documents
Store, access and share documents while working in Practice Compliance.
Releases and fixes
What's new
See what we've added and learn how to use new features.
Known tax issues
Having a problem with Tax? Check if it's a known issue and see if there's a workaround or fix.
More support options
More help topics
Explore more help topics about Practice Compliance.
Other support options
Access more support options from the Help button (?) in Practice Compliance, like the community forum and logging a support case.