All Collections
Active Platform
Rebooting compliance workflows for accounting firms.
27 articles
Getting Started
Begin your journey with essential steps to set up and use our system.
Setting up your Business Fitness accountTo allow users to setup and manage their Business Fitness Identity account
Quick start video (Active Platform)This video is a Quick Start Video Guide on how to get started using the Active Platform by Business Fitness
Implementation & Training for Small Firms
Guidance and resources to help small firms onboard and train effectively.
Implementation and training guide (Active Workpapers)To provide an implementation and training guide for Active Workpapers for firms with between 1 and 10 users.
[AU] Implementation and training guide (Active Ledger & Reporting)To provide an implementation and training guide for Active Ledger & Reporting for firms with between 1 and 10 users.
[AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)To provide an implementation and training guide for Active Workpapers and Ledger & Reporting for firms with between 1 and 10 users.
Training & Education
Guidance and resources to help users enhance Active Platform product knowledge.
Educational WebinarsLinks to all educational webinars, including both upcoming and past ones
Training CentreLink to the training Centre for Active Products
User Guides
Comprehensive manuals for everyday users to maximise functionality.
How to set up and manage clients and client groupsTo assist users in navigating the Active Platform to set up and manage clients and client groups.
Administrator Guides
Step-by-step instructions tailored for system administrators.
How to set up officesTo assist admin users in navigating the Admin Centre within the Active Platform to set up offices.
How to set up UsersTo assist admin users in navigating the Admin Centre within the Active Platform to Set up Users.
How to manage licensesTo assist Admin users in navigating the Admin Centre within the Active Platform to manage user licenses.
How to manage firm settingsTo assist admin users in navigating the Admin Centre within the Active Platform to manage firm settings.
How to understand statusesA general guide for users to understand and configure Binder, Job, and Record Status' across the Active platform.
Understanding permission controls in ActiveTo assist users in navigating the Active Platform to set up and manage user permissions for clients and binders.
Integrations
Learn how to connect and manage third-party tools with our system.
How to set up and use the Active - Xero Practice Manager (XPM) integrationTo assist admin users in navigating the Active Platform to set up and use the Active - Xero Practice Manager (XPM) integration.
How to set up and use Active - HowNow X integrationTo assist users in navigating the Active Platform to set up and use the Active - HowNow X integration.
How to set up and use the Active - MYOB Practice Management integrationTo assist admin users in navigating the Active Platform to set up and use the Active - MYOB Practice Management integration.
How to set up and use the Active-GovReports integrationTo assist admin users in how to set up the GovReports integration with Active Platform for streamlined tax lodgements.
How to set up and use the Active - FYI integrationTo assist admin users in navigating the Active Platform to set up and use the Active - FYI integration
System Information
Technical details about system requirements, updates, and configurations.
System RequirementsTo assist users with understanding the system requirements for the Active Platform.
Understanding our maintenance and release scheduleTo assist users with understanding our planned product releases, regular maintenance windows, and how we handle critical bug fixes (hotfixes).
Does Active by Business Fitness offer dedicated environments (single-tenant)?To assist users with understanding whether Active by Business Fitness offers dedicated environments (i.e. single-tenancy).
Troubleshooting Guides
Solutions for common issues to help you resolve problems quickly.
How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised' when accessing ActiveTo allow users to troubleshoot errors 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised'
How to troubleshoot common Active Sync ErrorsA guide to assist users in troubleshooting common Active Sync errors.
How to troubleshoot when the APS sync log file is not logging any new informationWhy is my APS sync running, but the logs file is not updating?
Privacy & Legal
Policies and guidelines to ensure compliance and safeguard your data.
Privacy & legal policies
Service Level Agreement