Demo Accounts

For members of our Accountant Channel Program, offers free demo accounts to help you demonstrate the service you'll be providing to your clients.

Creating a demo account

  1. Log in to
  2. Click Manage Console
  3. Hover over Selling and click Demos
  4. Click Create Demo Company
  5. Enter company details for the demo account
  6. Click Save

Access the demo account by hovering over your name in the top right corner and selecting the demo company, as you do to select a client.

Things to know

  • The demo company will be pre-populated with sample bills, invoices, payments, and more
  • No payments will be processed in these accounts as Money Movement is not enabled
  • Demo accounts includes videos that cover advanced topics, such as syncing with an accounting software and paying bills since these and other features are disabled in the demonstration environment
  • Each demo company name is marked with DEMO in front of the company name for easy identification
  • Demo companies can be canceled to remove them from the active client list