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The installation of OnePractice is documented in the Provisioning Guide. However, we have included some of those steps here, in order to provide you with an end-to-end implementation guide for accounting firms using CCH iFirm.
The following guide will take you through creating an Office 365 trial account and installing all details so you can experience the entire process.
Please note, if you already have Office 365, please perform all of this in an incognito web browser session.
This section has been separated into 4 parts to help you easily configure the platform:
•Part 1: Order Office 365 Trial
•Part 2. Installation Prerequisites
•Part 3. Licensing OnePractice