How to Use MVAF
A complete guide to managing your bookkeeping practice — from adding your first client to running reports and reconciling accounts.
1
Add Your First Client
From the dashboard Overview tab, click "Add Client". Enter the client's name and email — they'll be added to your roster immediately.
2
Send a Client Invitation
When you add a client, an invitation email is automatically sent to them with a link to access their secure portal.
3
Client Accepts Invitation
Your client clicks the link in the email, sets up their password, and gains access to their own workspace where they can upload documents, view reports, and message you.
4
Open the Bookkeeping Tracker
Switch to the "Bookkeeping Tracker" tab to start managing tasks, notes, requirements, and your client list.