Configure your organisation, team, templates, integrations, and preferences
17 articles
Organisation Settings
How to update your firm name, address, billing details, logo, and document letterhead
Updated 21 March 2026
Your Profile
How to update your personal information, avatar, and password
Managing Team Members
How to invite staff, assign roles, and manage team membership
Billing Roles and Rates
How to create billing roles with hourly rates and assign them to team members
Tax Periods
How to create and manage organisation-wide tax periods
Custom Fields
How to create custom fields and groups to capture additional data on clients, contacts, and other entities
AI Settings
How to monitor AI usage and configure token limits for your organisation
Document Templates
How to create and manage templates for cover letters, engagement letters, and terms and conditions
Email Templates
How to create reusable email templates with merge fields for client communications
Process Templates
How to create and manage multi-stage workflow templates for repeatable client processes
Request Templates
How to create reusable document request templates and bundle them into sets
Connecting Your Email
How to connect your Microsoft 365 email account to sync, file, and send emails from Cloudclerk
Connecting WhatsApp
How to connect your WhatsApp Business account to send and receive client messages
Notification Preferences
How to control which notifications you receive in-app and by email
Integrations
How to connect and manage external accounting software integrations
HMRC Connection
How to connect to HMRC Agent Services for obligation tracking and client authorisations
Privacy and Data
How to export client data for GDPR compliance and understand data retention policies