Getting Started
To get your PrepBusiness account ready to manage your clients, there are 5 steps to follow:
- Set up your domain settings
- Connect to a Stripe account for billing
- Configure your company settings
- Configure your company services
- Invite clients to your portal
Click the links above to view the details of each step. If you need assistance at any point, don't hesitate to reach out to our support team or your account manager.