MYOB Practice
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Access MYOB Practice

Accessing MYOB Practice

You can access MYOB Practice if you're an:

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What is MYOB Practice?

A set of online collaboration tools for accountants and bookkeepers to manage daily tasks with everything in one place. Want to know more? Read all about MYOB Practice.

Before you start working in MYOB Practice, you need to complete some setup tasks. This page points gives you to all the information you need to get up and running , and provides suggestions about what you might want to read next to learn about all the things you can do in MYOB Practice.

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You can also learn more about MYOB Practice.
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titleMYOB AE/AO users
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AEAO
AEAO
I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device:

  • directly from your browser by visiting partner.myob.com.
  • by clicking the cloudImage Modified on the toolbar of your MYOB AE/AO desktop software.

Get set up

Before starting to use MYOB Practice,

there are some one-time setup tasks you'll need to do at a practice level.
  • Practice information
    • Access Management

    click the links below to set up your MYOB Practice.

    		Portal
    TopicHelp

    Enable Contacts sync: By syncing your contacts, you can access and sync your client's contact data from MYOB AE/AO in MYOB Practice.

    All about setting up MYOB Practice (AU and NZ).
    Permissions settings for your MYOB Practice users.
  • Practice defaults

    • Learn how to use MYOB Practice

    TopicDescription

    NZ tax

    AU tax

    Complete compliance work in MYOB Practice to take care of your client's tax obligations.
    Portals let you share documents securely and keep your clients up-to-date.
    Tasks
    Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.
    Documents
    Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere.
    Transaction processing
    Transaction processing gives you an overview of the status of client files
    ,

     

     

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    titleMYOB Partner Program members

    The information in this tab only applies if you have MYOB Practice without MYOB AE/AO.

    Access MYOB Practice

    and lets you launch into more details, and create new files.

     Need more help?

    Practice information

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    PartnerP
    PartnerP
    I'm a Partner Program member (without AE/AO)

    You can access MYOB Practice from any device at https://partner.myob.com.

    As the primary contact, you’ll also be the Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

    Get set up

    Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

    Step

    Topic

    Help

    1Contacts and clients setup
    Setup your clients and contacts and add their online files,
    prepare activity statements.
  • Creating Associations
    • 2Practice staff setup
    Give and restrict access to your employees.
    users
  • Payment options and commissions
    • 4Practice information
    Set up all your portal, payment options for the MYOB files.
    5Practice defaults
    Setup your document profiles, and customize email preferences
    6Online files
    Create MYOB online files or learn how to request access to clients' files.

    Need more help?

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    About MYOB Practice
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    MYOB Practice home

    ...

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      Get started

      Clients

      Client files

      Tasks

      Documents

      Tax

    practiceSolutionsHelp
    Accountants and Partners
    Practice Online
    Practice Online (AU)
    Practice Online (NZ)
    Australia
    New Zealand

    Copyright © 2023 MYOB Technology Pty Ltd. 
    This help is a guide only, provided in accordance with our     legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.

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