new client setup
Download the Excel templates to prepare your company, office, agent, supplier, and staff information for AccountTECH.
Use the help tabs where provided. Share completed spreadsheets through the secure method agreed with your AccountTECH team.
download a template
Choose the spreadsheet you need. Original worksheets, help tabs, and examples are included.
setup templates
agent roster
Agent contact, office, license, and tax information. Includes an Agent Roster Help tab.
TEMPLATE - Agent Roster.xlsxXLSX, 128 KBcompany information
Company names, address, tax IDs, franchise details, and 1099 settings.
TEMPLATE - Company_information.xlsxXLSX, 10 KBoffice information
Office details, billing groups, and regions. Includes sample region information.
TEMPLATE - Office Information.xlsxXLSX, 25 KBsupplier upload
Supplier names, addresses, contact details, tax IDs, and 1099 status. Includes a help tab.
Template - Supplier Upload.xlsxXLSX, 11 KBnon-agent users
Staff contact details, allowed companies and offices, and user permissions. Includes an example sheet.
Users_ non-Agent Template 1.xlsxXLSX, 99 KBcompany information (XLSM)
Company IDs, names, addresses, tax IDs, brand codes, and brokerage settings in XLSM format.
TEMPLATE - Company_Information.xlsmXLSM, 51 KBoffice information (XLSM)
Office IDs, company assignments, addresses, contact information, MLS IDs, dates, and office details in XLSM format.
TEMPLATE - Office_Information.xlsmXLSM, 62 KB