After you have completed steps 1 to 4 to connect Access Evo to your Access Accountants products and invited your team to join Access Evo, each individual user needs to finalise setup. They only need to do this in one of their Access Accountants products; the Access Button will then be available in all related products.
To set up your Access Evo account and see the Access Button in your products:
Sign in to Access Tax or another Access Accountants product.
A blue notification called Complete account setup is displayed.
Note: If you choose Skip for now, the notification will be displayed again the next time you launch <Access Tax>.
On the blue notification, choose Complete account setup.
The Access Evo sign on screen opens in a new browser tab.
Two options are displayed
If you have signed into Access Evo before, select I’ve previously signed in to Access Evo and sign in.
If this is your first time signing in, select It’s my first time signing into Access Evo. Set up your password and sign in.
In Tax, Ledger or Practice SE click the Access Button.
If you don’t see the Access Button, sign out and sign in again.
If the Access Button doesn't load or you are prompted to complete setup again contact Access Support.
This is the final step in your Access Evo setup journey. You can now use the Access Button to navigate between all your Access Accountants Compliance products and Access Evo. You can also now start asking Copilot questions about your data and use the Dashboards and Insights.