Create a client organization for an accounting firm's client

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

Click side menu

Start in Truewind on Onboarding, then click on side menu

Step 2

Open the organization switcher

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

Step 3

Choose the accounting firm

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

Screenshot showing Click Truewind Accounting…

Step 4

Open the side menu

Use the side navigation to reach the client-management area for the current firm.

Step 5

Open Clients

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

Step 6

Add a client

Use the dedicated creation form here because the table view does not create a new client record on its own.

Step 7

Enter the company name

Type the company name.

Step 8

Save the client

Create the client record after the required company details are filled in.

Step 9

Find the new client

Complete this action so the new client record and access setup are ready in one pass.

Screenshot showing Find the new added client in the list

Step 10

Choose the staff member

Assign the initial staff member here so the client is accessible to the right user immediately.

Screenshot showing Click Select a staff. In the DropDown, choose the staff's email

Step 11

Choose the staff role

Pick the option that matches the client setup; that choice controls what happens next so the new client record and access setup are ready in one pass.

Screenshot showing Choose the role for the staff

What to verify

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

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