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Setting up your Oryele account

After your account is created, log in at app.oryele.ai using the credentials emailed to you. On first login you will be prompted to set a permanent password and enable multi-factor authentication. MFA is required for all administrator accounts.

Navigate to Settings then Firm Profile and complete the following:

1. Enter your firm name, address, and primary contact information
2. Upload your firm logo (PNG or SVG, minimum 400px wide)
3. Set your firm time zone as this controls all scheduling and reminder timing
4. Enter your primary support email as this is where client replies are routed

Inviting your team and setting roles

Go to Settings then Team Members then Invite. Enter each team member name and work email. They will receive an invitation to set up their own login. Oryele has four built-in roles:

• Administrator has full access to all settings, billing, and data
• Manager can create and manage workflows, digital workers, and clients with no billing access
• Staff can view and action assigned tasks and client communications
• Read Only can view all records but cannot make changes

Connecting your email and calendar

Go to Settings then Integrations and select your provider (Microsoft 365 or Google Workspace). You will be redirected to authorize Oryele. All outbound emails will appear to come from your firm own address. Calendar sync lets digital workers schedule appointments directly into your team calendars.

Adding a new client

Go to Clients then Add Client. Enter the client full legal name, email, phone, and any reference number your firm uses. Click Save. Oryele will create a client record and can optionally trigger an onboarding workflow automatically.

Sending an engagement letter

From the client profile, click Send Engagement Letter. Select the appropriate template, review, and click Send. The client receives an email with a link to review and sign electronically. Once signed, the executed copy is stored automatically. If unsigned after 3 days, Oryele sends a reminder. After 7 days, it escalates to your designated staff member.

Tracking onboarding status

Go to Clients then Onboarding. The status column shows: Invitation Sent, Engagement Letter Pending, Documents Requested, Onboarding Complete. Click any client for a full timeline of every action and communication.

Requesting documents from a client

From a client profile, click Request Documents. Select from the checklist or type a custom name. Set a due date and click Send. The client receives a secure upload link by email and optional SMS. No account is required and the link expires after 30 days.

Monitoring outstanding requests

Go to Documents then Pending Requests. All outstanding requests are sorted by due date with statuses: Sent, Viewed, Partially Uploaded, Complete. Oryele auto-sends reminders at 3 days and 1 day before the due date, then flags and notifies staff if the deadline passes.

Accessing uploaded documents

All uploads are stored in Clients then the Client Name then Documents, organized by tax year and document type. Every document shows who uploaded it and when. Files can be downloaded individually or as a zip package.

Enabling SMS messaging

Go to Settings then Communications then SMS and verify your business phone number. Oryele tracks consent status for every client automatically. You cannot send SMS to clients who have not opted in or who have previously opted out. Consent status is visible on each client profile.

Sending a message to a client

From a client profile, click Send Message. Select Email, SMS, or both. Type your message or select a template. Every message is logged in the client communication history with a timestamp. All client replies appear in your firm connected email inbox.

Setting up automated reminders

Go to Workflows then Reminders. Create sequences triggered by document due dates, appointment times, or engagement letter expiry. Set timing and channel (email, SMS, or both). Reminders run without any manual action.

What is a workflow?

A workflow is a sequence of steps Oryele executes automatically. For example: send engagement letter, request documents, send reminders, notify staff when complete, then send completion notice. Workflows run in the background and your team acts only when human judgment is needed.

Creating a workflow from a template

Go to Workflows then Templates. Pre-built templates include tax return preparation, bookkeeping onboarding, and engagement renewal. Select a template, customize timing and messaging, and click Activate.

Monitoring active workflows

Go to Workflows then Active. A progress indicator shows which step each client is on. Click any workflow for the full history of completed and pending steps.

What is a digital worker?

A digital worker is an AI-powered assistant that handles a defined set of tasks on behalf of your firm. It sends welcome emails, requests documents, follows up, and notifies your team when actions are complete. It works around the clock and logs every action it takes.

Activating a digital worker

Go to Digital Workers then Activate. Select the worker type (Intake Worker, Document Collection Worker, Appointment Worker). Configure its name, sending email address, and escalation rules. Click Activate. You can pause or deactivate at any time.

Reviewing worker activity

Go to Digital Workers then Activity Log. Every action is recorded with a timestamp, the client it acted on, and what was done. Filter by worker, client, date range, or action type. Logs are exportable to CSV.

Resetting a password

Go to app.oryele.ai and click Forgot Password. Enter your work email. A reset link arrives within 2 minutes and expires after 30 minutes. Check your spam folder if you do not receive it, or contact your firm administrator.

Setting up multi-factor authentication

MFA is required for all administrator accounts. Go to Settings then Security then MFA. Scan the QR code with Google Authenticator, Microsoft Authenticator, or Authy. Enter the 6-digit code to verify. You will be prompted for a code on each new device login.

Removing a team member

Go to Settings then Team Members, find the team member, and click Deactivate. Access is revoked immediately. All prior actions remain in the audit log and records are marked inactive, not deleted.

Exporting audit logs

Go to Settings then Audit Log. Filter by date, user, or action type and click Export for a CSV of every action including who did what and when. Audit logs are retained for a minimum of 7 years.

Viewing your current plan

Go to Settings then Billing. Your current plan, next billing date, and payment method are shown. Invoice history is available for download.

Upgrading or changing your plan

Contact sales@oryele.ai to discuss options. Plan changes take effect at the start of your next billing cycle unless you request an immediate upgrade.

Getting technical support

Email support@oryele.ai with the issue description, your firm name, and any screenshots. We respond within 2 business hours for critical issues and 1 business day for general questions.

How to upload documents

When your firm requests documents you will receive an email with a secure upload link. No account or password is required. Click the link, select files next to each requested item, and upload. Supported formats are PDF, JPG, PNG, and common Office formats. Your firm is notified automatically on upload.

How to sign an engagement letter

Click the link in the email your firm sends. Read the document, click Sign, type your full name as your electronic signature, and click Submit. You will receive a copy by email immediately.

How to opt out of SMS

Reply STOP to any text message from your accounting firm. You will receive one final confirmation and no further texts. To opt back in, reply START or contact your firm.

Your data is secure

All documents are encrypted in transit and at rest. Only your accounting firm and authorized team members can access your files. Oryele does not sell or share your information. Questions? Email support@oryele.ai.