Create a client organization for an accounting firm

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.

Workflow

Step 1

Open the organization switcher

Use the organization switcher to move into the accounting firm that should own the new client account.

Screenshot showing the organization switcher used to move into the accounting firm that should own the new client account

Step 2

Choose the accounting firm

Pick the firm that should own the client so the new company appears in the correct workspace and access model.

Step 3

View Clients page

This takes you to the client list where new company accounts are created and assigned.

Step 4

Add the client

Click on "Add client" button, then enter all details for the client. The organization name and the primary Preparer are mandatory field. You can optionally provide a domain, a primary Reviewer and select to create onboarding tasks. Once ready, click on "Add client".

Screenshot showing the Add client form with client details, required organization name and primary Preparer fields, optional domain, reviewer, onboarding task options, and the Add client button

Step 5

Find the new client

Use the search box to find the new client and click on it.

Screenshot showing the search box used to find and open the new client

Step 6

Click on Add member

On the client members page, click on "Add member" button.

Screenshot showing the client members page with the Add member button

Step 7

Add the member

Select the user to be added as new member, pick its role and then click on "Add member" to complete this process.

Screenshot showing the member form where a user is selected, a role is chosen, and Add member completes the process

What to verify

The workflow completes with the expected result.
The screenshots match the current product flow.

Was this helpful?

Need more help?

Ask for human help about this article and provide any feedback.