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Add additional Companies or clients to
Add additional Companies or clients to

Our platform improves with each company or client you add

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a week ago

Are you wanting to add another company or client company to your Account? Luckily, our onboarding team is ready to serve you, simply click the above button and fill in the required information. This will allow us to collect key pieces of data for your new company/client set-up.

The data we require from you is:

  1. Accounting Firm Name

  2. Partnership Status - Are you in partnership with

  3. Amount of companies/clients needing to be onboarded

For our standard integrations: Add the user to the client
โ€‹QBO: Add the user to the client

Sage Intacct: Under Construction

For all other systems, please contact us via our in-app chat support or by email through

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