Pilot clients
3
Included in this setup package.
Bootcamp path · productized service setup
Configure a client-ready demo in one pass.
Use this setup wizard when a bookkeeping firm gives you their firm name, Drive folder, pilot clients, and standard month-end document list. It writes everything to the demo state so you can avoid hand-editing code for each prospect.
Setup estimateImplementation scope guard
Document types
7
Reusable request checklist items.
Generated links
3
One client portal link per pilot client.
Firm and storage setupNo database required for demo configuration
Folder path patternMonth Close Documents / June 2026 / Client Business Name
Pilot clientsBusiness | Contact | Email | Bookkeeper
Paste one client per line. This creates IDs, client portal links, and request folders automatically.
Standard document typesOne per line
Keep this list boring. The goal is fast month-end collection, not accounting judgment.
Generated client links previewLoading origin
| Client | Folder path | Client portal URL |
|---|---|---|
| Queen City Dental Studio Maya Carter · maya@example.com | Month Close Documents / June 2026 / Queen City Dental Studio | /client-portal?clientId=c-001&requestId=mr-mqpttsql-0 |
| South End Fitness LLC Drew Howard · drew@example.com | Month Close Documents / June 2026 / South End Fitness LLC | /client-portal?clientId=c-002&requestId=mr-mqpttsql-1 |
| Lake Wylie Property Services Andre Bell · andre@example.com | Month Close Documents / June 2026 / Lake Wylie Property Services | /client-portal?clientId=c-003&requestId=mr-mqpttsql-2 |
Reusable setup packageCopy between prospects or machines
Use export/import when you run a paid audit. It lets you save a firm's setup inputs without adding a database or creating a separate account for every client during the demo phase.