Create Firm

Create Firm

To create a firm / business, contact us by hitting the Contact Us button in our homepage and provide the details. We will reach out to you upon receiving the request and set up the firm on your behalf if you wish to proceed.

Switch Firm

To switch to a different firm under the same user account, simply click the App Switcher icon > Users.

Under the Users page, click the link icon and then select the Firm of interest from the dropdown.