Choose a product guide
Find the guide for your task and the processing boundary of each product.
Source reviewed Product documentation
Start with the product that owns your task. A shared account does not make all products process files in the same way.
| Product | Task | Starting point |
|---|---|---|
| Workpapers | Build and review Excel working papers for a client and year | First working paper |
| Clients | Manage client records, files, email and invoices | Client records |
| Sign | Prepare letters or upload a PDF for signature | Sign guide |
| Verify | Request identity checks and maintain due-diligence evidence | Verify guide |
| BAS Review | Inspect GST coding exceptions from a Xero CSV export | BAS Review guide |
| Sift | Extract tables from digital PDFs in the browser | Sift guide |
| Cloak | Detect, review and redact identifiers in PDFs | Cloak guide |
BAS Review is early access and BeforeMay Clients is a preview product. Availability, configuration and the actions offered in your practice can differ. Use the live product's messages when an action is unavailable.
Set up once
Read account and practice setup and team roles for the shared practice products. Then follow a tutorial.
Assess before adopting
Read security, data and AI if you are responsible for choosing software for the practice. Sift's local file conversion, Cloak's optional scan processing, Workpapers' AI processing and Verify's identity provider have separate data flows. The data-flow guide describes them.