How to get started with Practice Manager

There are two main ways to get started with Practice Manager in Bokio. Either create a practice from your existing Bokio account or create a new Bokio account as an accountant if you are new to Bokio.

Step 1: Creating a practice from your existing Bokio account

By clicking on this link you will be prompted to log in.

Step 1: Creating a new Bokio as account as an accountant

By clicking on this link you will be prompted to sign up as an accountant.

You will then receive an email instructing you to confirm your email address.

You will then be prompted to enter your password.

Step 2: How do you want to continue?

Once you have completed either of the steps above you will be prompted to either create your practice or get invited to practice. If you want to get an invite to a practice you will need to contact the administrator of the practice and request that they invite you.

Step 3: Practice information.

You will then need to set the name of your practice in order to finish setting up Practice Manager.

Your practice is now created!

You can then add new clients or connect existing clients to Practice Manager.