Set up your company first.
Create your workspace, confirm your company details, and add clients when you’re ready.
- Create your workspaceEnter your business name and email. No payment details.
- Open your secure email linkUse the same browser where you signed up, then choose your password. The workspace stays closed until that email is confirmed.
- Configure your companyReview your business name, industry and workspace settings. A client is not required.
- Add clients when you’re readyImport a list or add customers from Clients after the company is set up.
Payments, business phone, accounting, imports and team invitations come later.