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- Sign up for MSPbots.ai at https://app.mspbots.ai
- If you don't have a Microsoft AAD account, please follow these instructions: Sign up with MSPbots without Microsoft Office 365 Account
- For data security-related questions, please check https://mspbots.ai/home/data-security/
- Link your account software at https://app.mspbots.ai/Integrations, currently, MSPbots support 3 accounting software integrations.
- Add Shawn as the Consultant so he can access your account, make sure you assign him the Admin and Financial Role
- Finish the accounting mapping, if you have any questions about the mapping, please reach out to Shawn.
- Accept the invitation from your email, you should be able to see your group in the peer group section.
- Optional Step:
- If you want to learn more about MSPbots, please check MSPbots Demo Training Webinars for the recording, MSPbots has been a game changer for many MSP businesses.
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