Select from the titles below to access the corresponding learning module. For new users, we recommend completing the learning modules in order, as the initial modules cover essential prerequisite foundational knowledge required to understand elements presented in later modules.
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​APM 1: Essentials
Get started with Access Practice Management. This module introduces the APM interface, core navigation, and the foundational concepts you need before working with clients, jobs, or financial data.
​APM 1: Essentials
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​APM 2: Managing Clients & Communications
Learn how to set up and manage client records in APM, including contact details, entity types, and communication preferences. This module covers the tools and workflows for maintaining accurate client data and managing practice communications effectively.
​APM 2: Managing Clients & Communications
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​APM 3: Jobs, Time & Invoicing
Understand how to create and manage jobs in APM, record time against those jobs, and generate invoices. This module walks through the complete job-to-invoice workflow, giving you the skills to manage billable work from start to finish.
​APM 3: Jobs, Time & Invoicing
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​APM 4: Reporting & Dashboards
Explore APM's reporting and dashboard capabilities. This module covers how to access, configure, and interpret key practice reports and dashboard views to support informed decision-making.
​APM 4: Reporting & Dashboards
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​Access Practice Management: Back Office Setup & Practice Admin
This module covers the back-office setup and administration of Access Practice Management. Designed for practice managers and system administrators, it walks through configuring practice settings, managing employee records, setting up charge rates, and administering the platform to support your team's day-to-day operations.
​Access Practice Management: Back Office Setup & Practice Admin
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​Access Accountants: Managing Users, User Roles & Permissions
This module covers user management and permissions across the Access Accountants suite. Designed for practice administrators, it walks through adding and managing users, setting permissions across Access Ledger, Access Tax, and Access Practice Management, and understanding the key differences between each product's permission model.
​Access Accountants: Managing Users, User Roles & Permissions