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  1. Aero Workflow Knowledge Base
  2. Aero basics

Aero basics

A getting started guide, basic settings, getting around in Aero

  • How to schedule a free support session
  • Aero Customer Support
  • How to set up your new Aero account
  • Update account information
  • How to setup your client work in Aero
  • Using Aero's Grids
  • My Company Settings
  • Add new Team Member
  • How to choose a security level
  • Security level details
  • Add Accounting Software Type
  • Add new Hat
  • Manage Hats
  • Edit Accounting Software Type
  • Update Aero account information
  • Add your payment information
  • Video Tutorials
  • Change subscription level
  • Cancel your Aero account
  • Manage Aero Account
  • Setting up your firm in Aero
  • Definition of Terms in Aero
  • Aeros, Master Aeros, Aero Templates, Projects – I'm so confused!
  • Recorded Webinars

Customer support hours: Monday-Friday, 9-5 Pacific time