From securing sensitive client data to generating complex legal or financial documents, these steps are designed to help you hit the ground running within a professional accounting environment.
Essential onboarding steps
Follow these guides in sequence to fully integrate Chathive into your daily practice:
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Step 1: Logging in to Chathive: Access your firm’s workspace via your official invitation or secure login codes.
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Step 2: Setting up Two-Factor Authentication (2FA): Ensure your firm remains GDPR compliant and secure by adding an extra layer of protection to your account.
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Step 3: Using the fiscal assistant and knowledge base: Learn how to query our AI, specifically trained on fiscal laws, accounting software, and business regulations.
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Step 4: Starting a new chat and managing chat history: Maintain high accuracy and data separation by managing individual client cases as distinct conversation sessions.
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Step 5: Document generation: Master the ability to create professional PDFs, one-pagers, and fiscal advice documents directly from your chat results.
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Step 6: Using the Chrome extension: Bring Chathive into your workflow by using the sidebar directly within tax portals or banking software.
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Step 7: Using the Outlook plugin: Draft technical fiscal replies and summarize long client email threads without ever leaving your inbox.
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Step 8: Analyzing documents and files: Upload financial statements and Excel sheets to extract key information and generate visual charts for client meetings.
Pro-tips for accountants
Each of the guides above includes specific prompting tips to help you get the most accurate fiscal results and troubleshooting steps to ensure your office never loses momentum during a busy tax season.
Get started: Click on Step 1 above to begin your configuration. If you require technical assistance for your firm during this setup, our team is available at support@chathive.co.