Agile Help Library
Categories
- Start Here An overview of how Agile works and what to expect as we support your bookkeeping.
- Accounting & Bookkeeping Access Guides to help you connect your accounting software and bank accounts so we can manage your books.
- Documents & Receipts How to share receipts, bills, and documents with Agile using Dext.
- Payroll Setup & Compliance Instructions for giving Agile access to your payroll system and completing required payroll tasks.
- Payments & Bill Pay How to set up payments, manage vendors, and pay the CRA using Plooto.
- Sales, POS & eCommerce Tools Steps to connect your sales, POS, and eCommerce platforms so revenue data flows into your books.
- Tax Accounts & Government Access How to register for tax accounts and authorize Agile with federal and provincial tax authorities.
- For Year-End Accountants Resources for external accountants to access reports and reconciliation details during year-end or tax filing.