Setting up Telemetry for your financial firm can be done in as little as 15 minutes. Watch the video for a quick overview, then follow the steps below.
1. Create your company account
If you've already created your login, skip this section and move to step 2 below
Go to https://app.telemetry.fi/ and create your account using your work email and preferred password. A verification email will be sent.
Open the email from [email protected] to verify your email address. Please click the "Confirm Emil" button and enter the provided temporary password
Can't find the email? Check your spam or junk folder for an email from [email protected]. If there, please add to your contacts to avoid future delivery issues.
Complete your account information. Please be sure to do the following
Under Account Type - Select "Accounting Firm Serving Multiple Clients"
Add a valid mobile phone number that can receive text messages for 2FA security authentication
Tip! You can always edit your information later via the Profile icon in the lower left hand corner
2. Set up your account billing (Admins only)
Add your preferred credit card information when prompted
Your credit card will not be charged unless you add 2 or more Bookkeeper or Advisor subscriptions. The 1st client for each is FREE forever.
How will you be charged?
Telemetry puts you in control to add or remove subscriptions monthly.
You are billed starting with your second Bookkeeper or Advisor client subscription
You can upgrade or downgrade clients any time
Charges will be calculated by each client's subscription on the last day of each month
Pricing gets cheaper as more clients are added
You can always edit your billing preferences through the settings icon in the lower left hand and selecting "Billing"
3. Set up your Profile
Once logged into the client management console, click the profile icon in the lower left corner of the navigation
Select "My Profile"
Complete all fields and click "Update Settings"
Note that this information will appear as part of your company branding for your clients in Telemetry website and email
Return to the homepage using the home icon in the upper left navigation
4. Add your company branding
Once logged into the client management console, click settings (gear icon) in the lower left corner of the navigation
Select "Display Preferences"
Complete all fields and click "Update Settings"
Your branding will now appear for clients in Telemetry website and emails
Return to the homepage using the home icon in the upper left navigation
5. Add your employees
Once logged into the client management console, click on the Team icon in the upper left of the navigation
Add the email(s) of the team member(s) you want to add and select their permissions
Admins will have access to all client orgs and can add additional users
Members will only have access to the client orgs you add them too