We're moving to a new Support Centre!
To log a support ticket, email us at
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For assistance with our Active products, chat with Coach directly via the help button on the Active Platform.
You can continue to explore all resources and articles listed below.
For assistance with our Active products, chat with Coach directly via the help button on the Active Platform.
You can continue to explore all resources and articles listed below.
Learning & Support
Active Platform
Active Workpapers
Getting Started
- Trial checklist (Active Workpapers)
- Quick start video (Active Workpapers)
- Getting started guide (Active Workpapers)
- Best practice guide for admin users (Active Workpapers)
- How to install the Active Workpapers add-in
User Guides
- How to create a binder
- How to import a trial balance using Excel
- How to align client opening balances (Active Workpapers)
- How to use the online and Excel binder
- How to link various records to a binder
Automation Features
- [AU] List of automation features - Active Workpapers
- [UK] List of automation features - Active Workpapers
- [NZ] List of automation features - Active Workpapers
- [AU] How to use ATO integration - BAS lodgements
- [AU] How to use ATO integration - integrated client and income tax account
Binders & Templates
- [AU] Template training sessions (Active Workpapers)
- [AU] Release schedule 2024 (Active Workpapers)
- List of record templates
- [AU] List of binder templates
- [AU] How to use the Tax Planning binder
Administrator Guides
- How to customise job, record and client query statuses
- How to add a firm record template
- How to customise firmwide binder tolerances
- How to customise matching rules
- How to customise record template recommendations
Troubleshooting Guides
- Whitelist URLs (Active Workpapers)
- Storage Limits (Active Workpapers)
- How to troubleshoot Excel sync issues
- How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.
- How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'
Educational Webinars
Active Workflow
Getting Started
User Guides
- How to create a job
- How to edit a job
- How to search and filter jobs
- How to create recurring jobs
- How to create tasks
Administrator Guides
- How to use the Admin Centre
- How to customise Kanban columns
- How to customise job statuses
- How to customise job types
- How to customise deliverable types
Active Ledger & Reporting
Getting Started
User Guides
- Active Ledger files - overview
- Datasets - overview
- Datasets - manage sources
- Datasets - Excel trial balance import
- Datasets - journals
Advanced User Guides
- Accounts - auto-allocate matching rules
- Reporting - accounting policies and disclosures
- Statement of Changes in Equity
- Consolidations
- Creating custom and financial tables
Administrator Guides
- Managing firm default matching rules
- Managing the standard chart of accounts
- Reporting - overview
- Reporting - content editor
- Reporting - content fields
Educational Webinars
Troubleshooting Guides
HowNow Server
HowNow Versions
HowNow Server Implementation
HowNow Server System Requirements
HowNow Server Administrator Guide
- Administrator Training
- Organisation - Set Up Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator )
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
HowNow Server User Guide
View all (26)HowNow Server FAQs
- HowNow Open Files - InUseBy
- How do I associate a PDF program for documents in HowNow?
- Introducing the new look HowNow 5.2
- Open Documents When Closing HowNow
- HowNow Version 4 - Transfer HowNow from One Server to Another
HowNow Server Add-ins
View all (8)HowNow Server Release Notes
HowNow X
Welcome to HowNow X
HowNow X Implementation
HowNow X Software Release History
HowNow X - User Software Installation & Set-up
HowNow X User Guide
- Getting Started
- Shortcut Keys in HowNow
- Getting Help
- Knowledge Management
- Knowledge - Document Profiles
HowNow X Administrator Guide
- Organisation - Setup Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator)
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
- Knowledge - Creating Merge Document Templates
Connections
- Connecting to Xero Practice Manger (XPM)
- Connecting to WorkflowMax (WFM)
- DataSync System Requirements
- Business Fitness Importer System Requirements
- Reauthorise Connection to Xero Practice Manager (XPM)
Admin checklist
HowNow X Add-ins
View all (7)HowNow X FAQs
- Port Test
- Adding OneNote Files to HowNow X
- Port 445 Security
- Restoring Previous Version
- HowNow Open Files - InUseBy
HowNow X Cloud - File Security & Backups
System Requirements
Educational Webinars
Smart Suite
Smart Suite Release Schedule
Smart Suite Release Notes
- Smart Suite Workpapers Release Notes
- 2024 Smart Suite and Workpapers Release Notes
- 2023 Smart Suite and Workpapers Release Notes
- 2022 Smart Suite and Workpapers Release Notes
- 2021 Smart Suite and Workpapers Release Notes
Smart Suite Content List
Smart Suite Workpapers
Getting Started
- Smart Workpapers System Requirements
- Setting up your Smart Workpapers Account
- Smart Workpaper Add-In Installation
- Smart Workpapers Website
- Whitelist URLs - Smart Workpapers
Getting Started - Administrators
Connected Workpapers
- Connected Workpapers - Excel Add-In
- Connecting Client Files to Connected Workpapers
- Connected Workpapers - Home Sheet
- Connected Workpapers - Index Sheet
- Connected Workpapers - Adding Worksheets
Standalone Workpapers
View all (9)Starter File Guides
- Capital Gains Tax - Australian Entities
- Capital Gains Tax - Foreign Individuals
- Company Debit Loan (Division 7A - Smart Suite)
- Fringe Benefits Tax
- Loan Repayment Calculator
Customising Smart Workpapers
- Creating a Customised Worksheet
- Customisations Using Named Ranges
- Template Formulae and Coded Actions
- Customising Opening Balances
- Uploading a Customised Worksheet
FAQs
- Smart Workpapers Best Practice
- I Can't Login to Smart Workpapers
- General Smart Workpapers Troubleshooting Steps
- What to do After an Update to the Add-in is Released
- How To Troubleshoot: #N/A or #NAME? Fields That Still Retain Their Formulas
Privacy and Legal
Educational Webinars
HowNow Standalone Portal
Portal Admin - Troubleshooting Guide
HowNow Portal - Users
HowNow Portal - Software Release History
FAQ's
HowNow On Premise - Backstage View Administrator Functions
HowNow On Premise - Troubleshooting
Troubleshooting
- Email Manager not working after Office update
- HowNow is getting ISC Errors when opening from Server
- HowNow is getting ISC Errors when opening from Workstation but Server is Opening Ok
- HowNow Home Page is not displaying from Server
- HowNow Home Page is displaying from Server but not on client instances
HowNow On Premise - System Requirements
HowNow X Web
Business Fitness Products
Account Management & Authentication Guides
- Setting up your Business Fitness Account
- Managing your Business Fitness Account
- Resetting your Business Fitness Account authenticator
- Transferring your Business Fitness Account authenticator codes to new phone
- Exploring Authentication Options for Our Products