Option 1: Join a Firm from an Email Invite
Check Your Email: Locate the invitation email from your firm administrator.
Accept the Invitation: Click the “Go to firm” link within the email to accept the invitation and be directed to Cimplico Workpapers.
Note: If you haven’t set up an account yet, you will be prompted to create one. Follow the Creating An Account process to complete this step.
Note: If you see a message stating the invite is invalid, it means the firm admin has deleted your invite before you accepted.
Option 2: Join a Firm from Account Setup
Select “Join a Firm”: During account setup, choose the “Join a Firm” option when prompted.
View Pending Invites: Click “Continue” to see any pending invitations associated with your email address.
Accept or Decline Invites: Review the list of pending invites and choose to Accept or Decline each one.
Note: If you cannot see the firm listed on your invitations page:
Check Your Email Address: Confirm you are logged in with the same email address to which the invitation was sent.
Contact Your Administrator: Ask your firm administrator to resend the invitation to the correct email address if needed.
Access the Firm
Once you have accepted an invitation:
Automatic Launch: You will be automatically directed into the firm’s workspace within Cimplico Workpapers.
Multiple Firms: If you belong to multiple firms, you can switch between them within the application.