This setup page is relevant if you're a Partner and don't use the Accountants Office/Accountants Enterprise.
If you use Accoutants Office/Accountants Enterprise, go to Setting up and getting started with MYOB 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 from any device at https://partner.myob.com.
Setting up Practice Compliance
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.
Create your clients and contacts
Set up your clients and contacts and add their online files, and prepare activity statements. Learn how to Creating clients and contacts and Grouping families, clients and companies
Give and restrict access to your staff
Select the access levels for your staff and choose which tasks they can do. Learn about Adding or removing users in Practice Compliance, Restricting user access to clients and Permissions.
Choose payment options for the MYOB files
If your practice is paying for a client file subscription, you can submit a request to make your client the subscription payer.
Set up Portal
Collaborate with your clients using Portal, set up the payment options for your client files. Learn how to set up Portal.
Partner Program reward preferences
Depending on the tier you're in, choose different rewards in the form of a commission or discount on your MYOB Business subscription purchases. See how to select your reward preferences.
Documents
Storing documents in Practice Compliance is a powerful way to keep important client documents together and accessible from anywhere. Learn how to manage Documents
Client files
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. Learn how to view your Client files.
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.