Didyma Help Center

Find your way around Didyma

Use the help center to learn the core workflow, from adding a client and collecting documents to preparing and reviewing a financial statement.

Start with Show me around Didyma for a guided tour of the complete workflow.

Clients

• Add a client
• How the Zefix integration works
• Manage client permissions

Documents

• Upload and organize documents

Financial statements

• Create a financial statement
• Import financial data
• Understand the statement steps
• Use a prior-year rollover
• Finalize a statement and build the compliance pack

Integrations

• Set up Abacus
• Connect Bexio
• Connect M-Files