Help Center
Getting started
22 step-by-step guides for getting started.
Set up your workspace
Sign up for izzytap, set your password, choose what to try, and land in your new workspace in a couple of minutes.
How much does izzytap cost?
izzytap is free to try for 7 days. After that it is $5 per package per user each month, or $20 per user each month for the full bundle with everything included.
Find your way around the menu
A guided tour of the left menu, from the Dashboard at the top through the Clients, Finance, Legal, Compliance and Admin groups down to the Help Centre and your profile.
What IzzyTap is and how it works
A plain-English overview of what your IzzyTap workspace does and how the main sections fit together.
How to log in to your workspace
Two simple ways to sign in to your staff workspace, plus what to do if you forget your password.
Why a menu section is missing for you
Your staff role decides which menu items and whole sections you can see. Here is what is hidden for which roles, and who can switch access on.
A quick tour of your dashboard
A guided walk through the home screen you land on after login, so you know what every part is telling you.
Use IzzyTap on your phone
On a small screen the menu moves to a bottom tab bar and a slide-out drawer. Here is how to reach every screen from your phone.
Switch between light and dark mode
Use the sun and moon button in the top bar to switch the workspace between light and dark. Your choice is remembered on that device.
What the six dashboard numbers mean
A plain-English guide to the row of number cards on your Dashboard: what each one counts, where it comes from, and what happens when you click it.
Understand the Needs attention list
The Needs attention panel ranks your most urgent items worst-first, with red for overdue and amber for soon. Here is how to read it and why the top row is the top row.
Read the revenue chart on your dashboard
The revenue chart shows only cash you have actually collected from paid invoices, one bar per month over the last seven. Here is how to read it and why the shape is honest.