How TAS works
Start with your group. Build clear records, one step at a time.
1. Create your workspace
Register your organization and owner account, then choose a billing cycle. Your trial gives you time to explore the system before the first subscription payment is due.
2. Add members and contribution types
Set up your member records and the contributions your group collects. Check opening records against your existing books before using them for reporting.
3. Record the group’s activity
Capture contributions, loan applications, approvals, disbursements and repayments with their actual dates. Add meeting records and track group finances.
4. Review and share
Review balances and arrears, download available reports and statements, and give members access to their own records.
Moving from notebooks or spreadsheets?
Contact us to discuss your existing records and the support you need. We can walk through the setup process and confirm what can be transferred before you start.