Onboarding

Create a company organization account when you need a new client organization under an accounting firm, resulting in the company appearing in the client list with initial staff assignments.

Add multiple client companies from the Clients page when an accounting firm needs several new client records at once, resulting in new client organizations with assigned close roles and optional onboarding tasks.

Invite teammates and update their access when onboarding or staffing changes, resulting in the right people holding the right roles in your organization.

Assign one firm member across multiple active client accounts when staffing or access needs to change, resulting in that member holding the selected client permission level across the chosen clients.

Connect QuickBooks from the current Connections page when you are setting up Truewind, resulting in a permanent QuickBooks connection that starts syncing the company and client data needed for close workflows.

Connect Sage Intacct when you need Truewind to read entities, dimensions, and accounting data, resulting in a working Sage setup for onboarding and close workflows.

Confirm the QuickBooks user has the right permissions before authorizing Truewind, resulting in a connection flow that can complete successfully.