New record
Add a business
A business is the operational unit your firm keeps books for. Each has its own engagements and books.
Customer
Who is your point of contact? One customer can hold multiple businesses.
AC
Amelia Chen
amelia@northwindtraders.com · 1 business
Business details
Basic information about the business.
Operating details
Fiscal year, time zone, and currency.
Invite the owner to the Client Portal
Amelia will be able to log in, review transactions, answer questions, and view reports for this business.
New record
Add a business
A business is the operational unit your firm keeps books for. Each has its own engagements and books.
License limit reached. Your firm is using all 10 business licenses. Archive an existing business or upgrade before adding another.
Customer
Who is your point of contact? One customer can hold multiple businesses.
Business details
Basic information about the business.
Operating details
Fiscal year, time zone, and currency.
Invite the owner to the Client Portal
The owner will be able to log in, review transactions, answer questions, and view reports for this business.