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Introduction & Demo
If you're new to Briefcase, start here!
4 articlesBookkeeping
How Briefcase helps you automate bookkeeping
14 articlesFinancial Close
How Briefcase can support financial close workflows
11 articlesBriefcase Ledger (MTD)
How to use Briefcase Ledger for MTD clients
4 articlesGetting started - Accounting firm
How to get started as an accounting / bookkeeping firm
3 articlesGetting started - Client
How to get started as an individual business
4 articlesClient Resources
Helpful materials accounting firms can share with their clients
10 articlesPractice Resources
Helpful materials accounting firms can use internally
6 articlesTips & Tricks
How to maximise your use of Briefcase
2 articlesUploading documents
Everything around how to upload documents
13 articlesUsers & Permissions
How to manage your team and clients
4 articlesWorking Papers
How Briefcase can automate working papers
8 articlesProduct updates
See what's new in Briefcase: the latest features, improvements and fixes.
View changelog