Follow

Agrimaster Standard Setup Guide

Outlined below are the steps you need to complete to setup the file.
The links will bring you to the relevant help articles.

  1. Install Agrimaster
  2. File Setup
    All Standard subscriptions include a free file setup. 
    For the Customer Support team to setup your file please complete Step 3. 
    If you want to setup the file yourself or with an advisor, skip to Step 4.

  3. File Setup with Agrimaster Customer Support
    In order for the team to setup your file you will need to:
    • Share your file with the Customer Support User Number: 10521
    • Complete the file setup form.
      Important - once you submit the File Setup form do not open your file until Customer Service informs you that the file is ready. While your file is in the process of setup, data cannot be added to the file until we have ceased sharing rights. 
      When your file is ready you will be notified by email with further instructions. 
      Complete File Setup Form - Click Here

  4. Setup The File Yourself or with an Advisor
    If you want to setup the file yourself or with your adviser, follow the instructions below. 

Setup Tax

5. Next Steps - Training

The Getting Started training covers everything you need to setup and start using Agrimaster - Click Here

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments