How can I set up my client accounts?

1. Select on the Organisations tab and click on ‘+’ to create a new Organisation 
2. Enter your Organisation Name (Client Name)
3. Choose to invite members of your firm or your clients via email and determine what level of access they would have (Organisation Admin or Organisation Participant). 

Alternatively, you can choose to “Skip this step” and invite members at a later stage.

To understand more about Workspaces & Organisations, click here .