Create accounts

Create an accounting firm organization account from the Admin Panel when you need a new firm workspace with initial user access, resulting in a firm you can open in Truewind and start adding clients under.

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 an existing user as an accounting firm admin when they need firm-level access plus admin access on a specific client, resulting in the right permissions in both Retool and Truewind.

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.