Your first week
Six things to do first in Practice, in the order that makes the rest of Orin OS make sense.
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Run your practice
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Step-by-step guides with real screens, written for accountants, checked against Orin every release.
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Three essential guides to get you up and running in Orin.
Placing work with Capacity
See how loaded you are and who has room, and how Orin places hours back from a due date.
Read the guide
The client list
Find a client, read the client list and open a client record.
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Find guides, tutorials and reference material across Orin.
Getting startedWhat Orin is, how to sign in, and how to find your way around.Daily workThe screens you live in: your workspace, your capacity, and the work on your plate.Clients and engagementsWho you act for, what you have agreed to do, and the letter that says so.Anti-money laundering checksScreening, identity checks, the AML wallet that pays for them, and the reviews that recur while a client stays.Time and moneyLogging hours, submitting a week, and turning work into an invoice.DocumentsGetting paperwork into Orin, filing it, and letting Orin read it for you.ReportsTen questions about the firm, and where each one is answered.SettingsYour own account, and the firm-wide setup most of Orin reads from.Help and communityWhere to find an answer: this manual, other firms on Orin, and us.Ask AidenWhat Orin’s assistant can and cannot do, and how to ask it well.FAQThe questions a new firm actually asks, grouped by theme.GlossaryOrin’s vocabulary, and the accounting terms the screens assume.