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Active Platform
Getting Started
Quick start video (Active Platform)
Setting up your account
Implementation & Training for Small Firms
Implementation and training guide (Active Workpapers)
[AU] Implementation and training guide (Active Ledger & Reporting)
[AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)
User Guides
How to set up and manage clients and client groups
Administrator Guides
How to set up offices
How to set up users
How to manage licenses
How to manage firm settings
Integrations
How to set up and use the Active - Xero Practice Manager (XPM) integration
How to set up and use the Active - FYI integration
How to set up and use Active - HowNow X integration
How to set up and use the Active - MYOB Practice Management integration
How to Troubleshoot Active Sync Errors
System Information
System requirements
Understanding our maintenance and release schedule
Does Active by Business Fitness offer dedicated environments (single-tenant)?
Templates
[AU] Document list (Active Templates)
Privacy & Legal
Privacy & legal policies
Service Level Agreement