Firms in Cimplico Workpapers are created and managed by the Cimplico team. You cannot create your own firm — you can only join one you've been invited to.
Step 1: Create or log into your account
If you haven't created an account yet, follow the Creating an account guide first.
Step 2: Join your firm
After logging in, you'll see the Join a Firm page. This page has two sections:
Your firms — Firms you've already accepted an invite to. Click on your firm to access it.
Pending invites — Firms you've been invited to but haven't yet joined. Click Accept to join, or Decline to dismiss the invite.
If you belong to multiple firms, you can switch between them from within the application.