Signing up and setting up

Signing in takes a moment. OptiVida then asks for one thing before letting you get on.

Signing in with Google

There is no separate OptiVida password. You sign in with a Google account, which means nothing new to remember and nothing for you to keep safe.

Use the account your practice actually uses — everything you produce is held against it.

Your first CA profile

Before the dashboard, OptiVida asks you to set up a CA profile: CA Name, Firm Name, FRN, Membership No, Designation and Place.

This is the identity that stamps what you issue. Nothing can be produced without it, which is why it is asked for first rather than at the moment of issue with the figures already entered.

Your free credits

New accounts start with a balance, so you can produce real documents before paying for anything.

Nothing but generating a document spends them — adding clients, filling wizards, fetching from Tally and reviewing figures are all free.

The dashboard

You land on the dashboard, which on a new account shows Start with a client, with an Add client button. Everything you produce is kept against a client, so that comes first.

Once you have work in progress it becomes more useful: drafts to resume, recent activity, recent clients, a Quick start for the most-used documents, and a report you can pick up where you left off.

The tour

A short product tour runs on first sign-in, fifteen steps covering what each part of OptiVida is for and where to find it. It is worth the two minutes.

What to do next

1. 1

   Add your first client

   Name and PAN are enough to begin.

2. 2

   Issue a certificate

   The quickest way to see the product end to end, and it needs no Tally.

3. 3

   Install the Connector

   When you are ready to work from your books.