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APS Evo: Getting started

Updated over a month ago

Access APS is the next step in your accounting software’s evolution. Built on the trusted foundation of APS and powered by Access Evo, it brings cutting-edge innovation to your practice with richer functionality and secure AI-enabled features that will allow you to interact with your data like never before.

Find out more:


Get started with APS Evo

  1. We’ll send a Welcome to Access Evo email to the Admin contact for your organisation. Click the Join link in the email. You’ll be prompted to set up a password and then you can log in to Access Evo.

    📌Note: If you don’t have the Welcome email, use this link to log in to Access Evo and then select Forgot your password to set up your password.

  2. Once logged in, you can add people from your practice so they can use APS Evo too. If you have a large team, you can import user details in bulk.

    📌Note: You can come back and add more users later if you wish.

  3. Connect your Data. Reach out to your system administrator/IT contact to connect your data via a secure link to APS Evo. Contact us to receive your unique security token to complete the process.

  4. You can then share content with your colleagues so they can access dashboards, Analytics and Copilot.

  5. Activate your Tax data by completing the required Configuration Changes.

That's it! You and your team can now start asking Copilot questions about your data and use the Dashboards and Insights.

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