Access Elite

How to access Elite online from overseas?

Elite Online: Accessing Elite Online from overseas

Backing up Elite Online and Elite Hosted databases to ensure continued access to information after Elite is decommissioned.

Elite Online: Backup database

How to create an Elite Online database backup?

Elite Online: Create a database backup

Elite Online:  Elite Online used on a Mac

How to complete common tasks within the Elite Online/Hosted cloud environment.

Elite Online:  Getting setup in Elite Online

Error occurs when trying to connect Elite Online: Error when trying to sign into elite.access-aps.com/RDWeb/WebClient/index.html.

Elite Online: Logon attempt failed. Sign in failed. Please check your username and password and try again

How to reset Elite Online if it is frozen.

Elite Online: Reset Elite Online when it stops responding.

Elite Online: Reset password

How to setup M@M credentials for Elite Online.

Elite Online:  Set up M2M credentials

Elite Online: The SBE deduction worksheet is greyed out for the second business schedule

Elite Online user unable to open Tax Returns.

Elite Online: Unable to open Tax Returns

I have a new phone and need to get a new QR code for Rublon.

Elite Online: Update phone number or email address for Rublon

Guides to help you if you use Access Elite Online.

Elite Online

Privacy Policy

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Contact the Support team

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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.

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.