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A plain-English overview of what your IzzyTap workspace does and how the main sections fit together.

Two simple ways to sign in to your staff workspace, plus what to do if you forget your password.

A guided walk through the home screen you land on after login, so you know what every part is telling you.

Create a single client company in IzzyTap, add the owner, and choose whether they hear from you right away.

Bring in many existing clients at once from a spreadsheet, then send them all a welcome invite in one batch.

Update a company's name, type, tax number, address, owner details, and status from its profile page.

Add, edit, remove, and restore the people linked to a company, and control who gets reminders and updates.

Save a company's trade licence in its document vault with an expiry date, so IzzyTap reminds you to renew it.

There are two ways to send an invoice. This guide shows both, tells you which one to use, and walks you through it step by step from login.

Void an invoice you sent by mistake so it can no longer be paid and is removed from your books.

Add 5% UAE VAT to any line on an invoice using the +5% VAT checkbox, and read the VAT total before you send.

Give a client money off a single invoice line, either as a fixed amount or a percentage, using the per-line Disc. control.

Save any invoice you have issued as a PDF from the Invoices list, or preview and open the PDF before you send it.

Build and send a branded quotation with your service terms, line items and VAT, so a lead or client can review, sign and accept it online.

When a client signs and accepts a quotation, IzzyTap files the signed copy and automatically raises the matching invoice, so you never re-key the figures.

When a client pays you, mark the invoice as paid so your records stay right. If your books are set up, you can also choose which bank account the money went into.

Record a partial payment when a client pays only part of an invoice, and track the remaining balance until it is settled.

Send a KYC form to one contact, or to every contact on a company, so they can complete it through a secure link.

Build a reusable KYC form by picking the sections you need, add your own custom fields, save it, and reuse it for any contact.

See when a contact has completed their KYC form, read the answers they gave, and download the signed PDF.

Screen a person or company against global sanctions, PEP and watchlist sources, step by step from login to the finished report.

Understand the verdict, work through each alert, refer the file to your compliance officer and download the PDF, all from one screening page.

Draft an engagement agreement, preview it on your letterhead, and send it to your client to sign online.

Save an agreement you use often as a template, then reuse, edit, duplicate, or delete it whenever you need it.

Turn on IzzyTap's built-in accounting so every invoice, payment, and expense is recorded to your ledger automatically.

See the full list of accounts your books are organised into, grouped in plain English into what you own, owe, earn, and spend.

Read the report that lists every account's balance side by side and proves your books are internally consistent.

Read the report that shows what your firm earned minus what it spent over a period, ending in your profit or loss.

Read the snapshot of what your firm owns, what it owes, and what is left for the owners on a given date.

Enter a cost your firm owes a supplier but has not paid yet, so it is added to your accounts payable and your books stay accurate.

Record a full or partial payment against an open supplier bill so the money leaves your bank or petty cash and what you owe goes down.

Set up each bank or cash account your firm uses, so you can record payments against it and later import statements to reconcile.

Upload the CSV or Excel statement you downloaded from your bank, confirm which column is which, and pull the transactions into IzzyTap ready to reconcile.

Tick each statement line off against your books, categorise anything that does not match, and lock the month once your balance agrees with the bank.

See your full FTA Form 201 built from your own invoices and expenses, set your emirate, and download the return as a PDF.

Export the line-by-line transaction listing behind your VAT return as a CSV file to hand to your tax agent or the FTA.

Get your UAE Corporate Tax worked out from your books, apply Small Business Relief if you qualify, and download the worksheet as a PDF.

Send your client a secure sign-in link so they can log in to their own branded portal and see their requests, invoices and documents.

A plain tour of your client's portal, so you know exactly what they can see and do once you invite them.

Set your firm's name, logo, colour and contact details so your clients' portal, emails and documents all carry your brand, not IzzyTap's.

Add a colleague to your firm and choose whether they set their own password by invite or you create their login for them.

A plain guide to the staff roles in IzzyTap, what each one can do, and how the access scope controls which clients a person sees.