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CCH Software User Documentation

Launching finsit Standalone

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Launching finsit Standalone
This section looks to provide you with all of the resources and information that you need to get started using finsit Standalone.

NOTE:
Use of finsit Standalone requires a Wolters Kluwer Account, our identity management system.

The Wolters Kluwer Account provides a single source of login to the various online applications and services provided by Wolters Kluwer Tax and Accounting UK. Visit the Wolters Kluwer Account page to learn more.

Launch finsit

In your Web Browser navigate to the finsit login page finsit URL.png

finsit Login page.png

Step one:
Enter your login email address, click 'Continue', then enter your password. After successful login, the finsit homepage is displayed:

finsit Home page.png

To setup a new client, click the '+ NEW CLIENT' tile. Click 'Next' to continue:

finsit Add new client.png

Enter your Xero login credentials:

finsit Log into Xero.png

Select the required Client from the Xero dropdown:

finsit Select Xero client.png

Step two: For adding a new Client either new or all data can be selected. Click 'Next' to continue:

finsit Data to import.png

Step three:
Review the setting for the data to import, and choose the appropriate fiscal months and years. Click 'Done' to finish the import:

finsit Import summary.png

Once complete, the Client settings are displayed:

finsit Client settings.png

Click the Overview Icon.png Overview Icon (top right) to launch the Client Overview:

finsit Client overview.png

 

 

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