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Guides for Accountive Comply and Accountive Lite: set-up, everyday tasks, plans and billing, and what changed.
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Changes to Comply and Lite, newest first.
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Sign up and set up your workspace
Create your firm's workspace, confirm your email and get ready to add clients.
ComplyImport your client list from Excel
Upload the spreadsheet you already keep and check every row before anything is saved.
ComplyInvite, reassign and remove colleagues
Add people to your workspace, and move their clients before they leave.
LiteSign up and set up your first company
Create your Accountive Lite account, add your company details and take the short tour.
LiteImport a bank statement, match lines and reconcile
Bring in your bank lines, match them to invoices, bills and expenses, and keep each account reconciled.
LiteCreate an invoice
Raise a sales invoice, add items and VAT, and approve it.
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- Comply
Sign up and set up your workspace
Create your firm's workspace, confirm your email and get ready to add clients.
- Comply
The tour and help inside the desk
Replay the first-run tour and ask for help without leaving Comply.
- Comply
Use Comply in Arabic or English
Switch the desk and the client portal between English and Arabic.
- Comply
Add a client by hand
Create a client record so its registrations, tasks and deadlines are worked out for you.
- Comply
Import your client list from Excel
Upload the spreadsheet you already keep and check every row before anything is saved.
- Comply
Edit, group, close or archive a client
Change a client's details, put related companies in a group, or take a client off your active list.
- Comply
How deadlines are worked out
Every corporate tax and VAT date comes from facts on the client record, never from a typed due date.
- Comply
Use the filing calendar, mark returns filed and add notes
See every return due across your clients, record when it was filed and keep notes against it.
- Comply
Track e-invoicing readiness
Record each client's revenue band, service provider and go-live date so the e-invoicing deadlines are chased.
- Comply
Track the monthly books close and lock closed months
Follow each accounting client's month-end close and stop changes to months already closed.
- Comply
Tasks, the board and recurring jobs
Manage work as a list or a board, time it, and set up jobs that repeat on their own.
- Comply
Request documents through the client portal
Send a client a secure link to upload files and answer questions, without them needing an account.
- Comply
Automatic reminders by email
Let Comply chase clients by email for outstanding requests.
- Comply
Keep client documents in the library
Store, rename, move and delete each client's files in fixed folders.
- Comply
Email clients from the desk and use templates
Send personalised emails to one client or many, and keep the replies on the client record.
- Comply
Keep an AML file and sign it off
Record parties and screenings, get a computed risk rating and sign the file off for inspection.
- Comply
Send and sign engagement letters
Draft a letter, send it for signature by link and keep the signed evidence.
- Comply
Invite, reassign and remove colleagues
Add people to your workspace, and move their clients before they leave.
- Comply
Access levels and changing someone's level
What each of the five levels can do, and which to give a new joiner.
- Comply
Set up offices
Split a multi-office firm so each member sees only their own office's clients.
- Comply
Workload, hours and profitability
See who is carrying what, and compare fees with the hours actually spent.
- Comply
Comments, mentions and the firm wiki
Discuss a client in one place, tag colleagues and keep your firm's procedures written down.
- Comply
Choose your dashboard
Pick one of seven dashboard layouts, and click any number to see the clients behind it.
- Comply
Plans and what each includes
Compare the four Comply plans, their limits and the features that need a higher plan.
- Comply
The free trial and the lock screen
What happens when your 14-day trial ends, and how to get back in.
- Comply
Store client portal logins and use the vault PIN
Keep EmaraTax, bank and other portal logins in the vault, and choose whether a PIN is needed to see them.
- Comply
Turn on two-step sign-in
Add a code from an authenticator app to your sign-in, and require it for the whole firm.
- Comply
Export your data and how it is protected
Take a full copy of your workspace at any time, and see how your clients' data is kept safe.
- Lite
Sign up and set up your first company
Create your Accountive Lite account, add your company details and take the short tour.
- Lite
Find your way around: Home, menu and search
How the icon rail, page panel, top bar and Home page work on desktop and phone.
- Lite
Business settings, bank details and books currency
Where to keep your company details, bank details, TRN and the currency of your books.
- Lite
Add and switch between companies
Keep more than one company under the same sign-in, each with its own plan.
- Lite
Switch from another accountant or system
Bring your books across from Zoho Books, Xero, QuickBooks, Tally or a spreadsheet, and check the numbers before you commit.
- Lite
Use Accountive Lite in Arabic or English
Switch the app language, and print invoices in Arabic, English or both.
- Lite
Add and manage bank and cash accounts
Set up the bank, card and cash accounts your business uses.
- Lite
Import a bank statement, match lines and reconcile
Bring in your bank lines, match them to invoices, bills and expenses, and keep each account reconciled.
- Lite
Create an invoice
Raise a sales invoice, add items and VAT, and approve it.
- Lite
Change an invoice, credit notes and voiding
What you can still edit after approval, and how to correct an approved invoice.
- Lite
Send an invoice, download the PDF and record payments
Email or download invoices, choose the style and language, and record what the customer pays.
- Lite
Invoice settings: templates, quotes, logo and colours
Choose a design for invoices, quotes, credit notes and receipts, and decide what prints.
- Lite
Add customers, suppliers and items
Create and update the contacts and products you use on invoices and bills.
- Lite
Invoice in another currency
Raise invoices in a foreign currency with an AED exchange rate.
- Lite
Record an expense
Enter a paid or unpaid expense by hand, with VAT and a receipt attached.
- Lite
Enter and pay supplier bills
Record bills you will pay later and keep input VAT correct.
- Lite
VAT 201 return workings
See your VAT return worked out from the books and the points to check before you file.
- Lite
Corporate Tax workings and filing deadline
Track your Corporate Tax position and the date your return is due.
- Lite
Period lock and month-end close
Stop changes to months you have finished, and work through a month-end checklist.
- Lite
Reports and dashboards
Profit and loss, balance sheet, trial balance and the dashboards that summarise them.
- Lite
Invite your accountant and team
Give your accountant and staff their own sign-in, with access to only the areas you choose.
- Lite
Passwords and two-step sign-in
Change or reset your password and protect your sign-in with an authenticator app.
- Lite
Plans and prices
What each plan costs and what it adds.
- Lite
Free trial, the lock screen and exporting your data
What happens during and after the 14-day trial, and how to keep a copy of your data.
- Lite
Buy a plan, partner codes and receipts
Pay on the website checkout and have your company unlock automatically.
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