Accounting firms
Create your firm’s account.
Payroll, documents, pre-accounting, reconciliation: choose the modules your firm needs and create your account in a few minutes.
FAQ
01
Before you create your account.
What happens after I sign up?
You receive an email with a temporary password to log in. It’s valid for 7 days, so log in right away.
Why do you ask for the firm’s company number?
It lets us retrieve your firm’s official details from the Crossroads Bank for Enterprises. The name and address you enter are used to check that it really is your firm.
What are the ticked modules for?
They tell us what your firm is interested in, so we can prepare your account and your onboarding. You can add others later.
Do my clients need to use Fidly?
No. Payroll, Documents, Personal income tax and Tasks are internal tools for the firm. Your clients have nothing to install.
Does Fidly work with our accounting software?
Fidly sends payroll journal entries, bookkeeping entries and documents to Horus, Octopus, Yuki, Sage BOB, WinBooks, Exact, Odoo, FID-Manager or AdminPulse. The full list is on the Integrations page.
What happens after I sign up?
You receive an email with a temporary password to log in. It’s valid for 7 days, so log in right away.
Why do you ask for the firm’s company number?
It lets us retrieve your firm’s official details from the Crossroads Bank for Enterprises. The name and address you enter are used to check that it really is your firm.
What are the ticked modules for?
They tell us what your firm is interested in, so we can prepare your account and your onboarding. You can add others later.
Do my clients need to use Fidly?
No. Payroll, Documents, Personal income tax and Tasks are internal tools for the firm. Your clients have nothing to install.
Does Fidly work with our accounting software?
Fidly sends payroll journal entries, bookkeeping entries and documents to Horus, Octopus, Yuki, Sage BOB, WinBooks, Exact, Odoo, FID-Manager or AdminPulse. The full list is on the Integrations page.
What happens after I sign up?
You receive an email with a temporary password to log in. It’s valid for 7 days, so log in right away.
Why do you ask for the firm’s company number?
It lets us retrieve your firm’s official details from the Crossroads Bank for Enterprises. The name and address you enter are used to check that it really is your firm.
What are the ticked modules for?
They tell us what your firm is interested in, so we can prepare your account and your onboarding. You can add others later.
Do my clients need to use Fidly?
No. Payroll, Documents, Personal income tax and Tasks are internal tools for the firm. Your clients have nothing to install.
Does Fidly work with our accounting software?
Fidly sends payroll journal entries, bookkeeping entries and documents to Horus, Octopus, Yuki, Sage BOB, WinBooks, Exact, Odoo, FID-Manager or AdminPulse. The full list is on the Integrations page.

Hi, I'm Chloé,
A question about Fidly, its features or getting started? I'm here to advise and guide you.
Talk to usA question about Fidly, its features or getting started? I'm here to advise and guide you.
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