Create a firm
Updated over a week ago

Creating a firm is simple and seamless in Workpapers.

To get started, head to where we'll first create your account.

Create the administrator account

If you haven't created an account yet you'll see the following login/signup screen:

Create an account form

The form contains two fields, requesting you to provide your:

  • Email address

  • Password

Login with Xero

Included in the login form is also the option to leverage SSO with your Xero account. SSO is a great way to get started with Workpapers quickly, without the hassle of remembering another set of usernames and passwords. By leveraging your Xero account we can also complete Step 2 for you!

Once you have created your account you will be redirected to the Account details section of the onboarding flow, as seen below.

Account details

After creating your account you will see the first section of the onboarding flow:

Account details form

The account details form will prompt you to enter the following information:

  • Given Name

  • Family Name

Once you have filled these fields out you can click Continue to proceed to either create a firm or join a firm.

Create firm

Create or join firm

If you see the above screen and want to join a firm, head to Joining a firm for the next steps. To create a new firm, select Create a firm and click Continue.

💡 Note

The account used to establish the firm is linked to the firm as the firm administrator; however, the account administrator can be transferred later. It is recommended firms use a practice email for this setup process.

Firm details

Firm details

The firm configuration form will first ask you to enter your firm name:

Firm name is the name you wish your firm to be called within Workpapers. Don't worry, this can be changed later.

Click Continue to proceed to the firm creation confirmation to start your trial.

Firm confirmation

The confirmation will show your firm name and what's included in the trial. When you're happy with everything, you can click Start your free trial.

Congratulations, your firm is now created! 🥳

Head to the next lesson to learn how to add users to your firm, or check out our Navigating the firm lesson for a walkthrough of Cimplico Workpapers.

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