Create Your Account

Start a Better Accountant workspace and complete the required onboarding steps.

Open the app from the website CTA or go directly to the production app URL.

The production app URL is:

https://app.better-accountant.com

Sign up

Create an account with email and password, or continue with Google if that provider is configured for the deployment.

After authentication, Better Accountant creates or resolves your app user in Convex and routes you through onboarding if your profile or organization is incomplete.

Create a workspace

Onboarding establishes the organization that owns clients, documents, usage records, provider keys, and billing state.

Use the firm name your team expects to see in the app shell. This name appears in workspace context and team administration.

Complete the first setup loop

The dashboard tracks the basic activation steps:

StepWhy it matters
Create a clientDocuments and engagements need client context.
Upload documentsThe data room becomes useful once source evidence exists.
Set up chart of accountsReview and journal-entry work needs account structure.
Start an engagementPeriod work, reconciliation, worksheets, and chat happen inside engagements.

You can use the product before every step is complete, but unresolved setup items remain visible so the workspace does not drift into a half-configured state.