Use the forgot password link on the sign-in page. We will email you a reset link. If the email does not arrive within a few minutes, check your spam folder and confirm the address is the one your organisation invited.

OzBook holds financial and payroll records, so every account must be protected by a second factor. You can use an authenticator app or register a passkey from your security settings. Passkeys are the faster option on a device that supports them.

An organisation administrator can invite users from the organisation's user management page and assign the role that matches what they need to do. The invitation is emailed to them and expires if unused. Access is permission-based, so a user only sees the features their role allows.

Features depend on two things: the plan your file is subscribed to, and the permissions your role holds. If a feature is missing entirely, your role likely does not include it — ask an administrator. If you see an upgrade prompt, the feature belongs to a higher plan, and an administrator can change the plan from billing settings.

Yes. OzBook has migration tools for both sides: a Xero organisation into an OzBook entity file, and Xero Practice Manager into an OzBook practice. Both connect to Xero directly and run through a preview step, so you can check what will be created before anything is committed. There are also file-based import tools for CSV and competitor exports.

Your data is yours. Reports export to PDF, Excel and CSV, practices can export a full data package, and workbooks export to .xlsx. If a subscription ends, the file stays available in a read-only state for 30 days so you can export — see section 18 of the Terms of Service.

Open the connected applications page inside the entity or practice file. It lists every application with access, what it was granted in plain English, and when it last used that access. Disconnecting revokes its tokens immediately.

Check the Status page first — it shows the live health of every OzBook service. If everything is operational, try a hard refresh, then contact support with the details below.