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PrepBusiness Help Center

  1. PrepBusiness Help Center
  2. Setting Up
  3. Getting Started

Billing CyclesConfigure Company SettingsConnect Stripe AccountDomain Settings

Getting Started

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Getting Started

To get your PrepBusiness account ready to manage your clients, there are 5 steps to follow:

  1. Set up your domain settings
  2. Connect to a Stripe account for billing
  3. Configure your company settings
  4. Configure your company services
  5. 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.


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