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Before you start working in MYOB Practice, you need to complete some setup tasks. This page points 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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You can access MYOB Practice from any device:

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

Get set up

Before starting to use MYOB Practice, click the links below to set up your MYOB Practice

Topic	Description
Getting started with Practice Tax - AU Setting up MYOB Practice tax - NZ	All about setting up MYOB Practice (AU and NZ)
Roles and permissions - AU Roles and permissions - NZ	Permissions settings for your MYOB Practice users.
Portal Editing your default portal details	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 Setting up documents profiling within MYOB Practice	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, and lets you launch into more details, and create new files.

Practice information

Payment options and commissions

Editing your default portal details

Agency details (NZ only)

Corporate admin (AU only)

Need

ATO agent settings (AU only)

Access Management

Practice defaults

Practice information

Need more help?

Check the FAQ and Troubleshooting contacts help topics.
Take our free online courses.
Contact us (AU | NZ).
(New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.

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

Access MYOB Practice

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
1	Contacts and clients setup	Creating clients and contacts Grouping families, clients and companies Creating Associations
2	Practice staff setup	Adding or removing users Restricting user access to clients
4	Practice information	Payment options and commissions Setting up your portal options Editing your default portal details
5	Practice defaults	Setting up notification preferences Setting up documents profiling within MYOB Practice
6	Online files	Creating an online file Requesting access to a client file

Need more help?

Take our free online courses.
Contact us (AU | NZ).

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