Practice
Documentation for Calceum Practice is being written.
What's coming
Calceum Practice is a practice management application for UK accounting firms. Documentation will cover both practice staff and the client portal, organised into the following sections:
For practice staff
- Introduction and quick start
- Clients & contacts
- Pipeline & leads
- Onboarding (proposals, AML, engagement letters, 64-8)
- Jobs & deadlines
- Communications (inbox, email automation)
- Documents
- Billing & pricing
- Integrations
- Settings
- AI & automation
For client portal users
- Introduction and signing in
- Your account
- Documents
- Onboarding (identity verification, accepting proposals)
- Tasks
- Your business
Until then, the MTD documentation is available for the consumer Calceum app.