Setting up your firm

Signing in

WatsonOS uses SSO (Single Sign-On). Sign in with your Microsoft 365 or Xero account — no separate password to manage.

Inviting staff

Go to Settings → Users → Invite Staff. Enter the staff member’s name, email address, and role.

The role determines how WatsonOS works for that person — a preparer sees different screens and jobs at different stages to a reviewer, a signer, or an admin. Get the role right and the system routes work to the right people automatically.

The staff member will receive an email with a link. They click the link and sign in via SSO.

Allocating staff to clients

Once your clients are on the platform, allocate your staff to the clients they work on. Any clients you don’t add a staff member to, they won’t see. This keeps each person’s dashboard and job list focused on their own work.