Access Elite

Small Business Entity immediate write-off limits updated for 2024 and 2025.

The Check for updates process has been updated with a new URL to download future rate updates.

- Small Business Entity immediate write-off limits updated for 2024 and 2025.
- The Check for updates process has been updated with a new URL to download future rate updates.

Access Elite Practice Management must be installed to operate this module. <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000000FDZ/_7iv43SYFWsKdMJKWhquGqFTmz9Hf3pOlBS..S6ysSY" rel="nofollow noopener noreferrer" target="_blank">Download Access Elite Assets version 23.0.0.0</a> Version: 23.0.0.0 Filename: EliteAssetsSetup.exe Size: 6.6 MB Released: 15 November 2023

Access Elite Assets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Access Elite Assets

What's New?

How this version will be made available