What should I set up first in a new Omega account?

New firms get a guided setup that walks through six steps in order:

• *You & your firm* — Your name, profile photo, firm name and website
• *Brand* — Review the logo and brand colour suggested from your website
• *Build your team* — Invite colleagues and assign roles
• *Connect your tools* — Google or Microsoft workspace, and Zoom
• *Client data* — Import from Wealthbox, Redtail or a CSV file
• *Billing* — Connect Stripe if you plan to invoice clients through Omega

You can skip any step and return to it later from Settings. A progress indicator tracks how far through you are.