Before you begin this process, ensure you have already created a Cimplico Workpapers account by following the Creating an Account process.
Step 1: Access the Firm Setup Page
Log in to your Cimplico Workpapers account at workpapers.cimplico.com.
After logging in, you will be prompted to either “Create a Firm” or “Join a Firm”. Select “Create a Firm”
Click Continue.
ℹ️ Note: The account used to establish the firm is designated as the firm administrator. It’s recommended to use a practice-wide email for this setup to facilitate future administrative transitions if necessary.
Step 2: Enter Firm Details
Firm Name: Enter the desired name for your firm. This can be changed later if needed.
Click Continue to proceed.
Step 3: Confirm Firm Creation
Review the firm name and the details of what’s included in the trial.
When satisfied, click Start your free trial to create your firm.
