Setup 1/5: Creating a firm

Created by Marco Fiumara, Modified on Wed, 15 Feb 2023 at 03:04 PM by Marco Fiumara

Creating a firm is simple and seamless in Workpapers. Once you've head over to, if you hadn't yet made an account, check out General 2/7: Creating an account.

Once your account is created you'll see the following, where you can select to Create a Firm or Join a Firm: 

This article will cover Creating a Firm. General 3/7: Joining a firm will cover the steps involved with joining a firm.

Note: The account used to establish the firm is linked to the firm as the firm administrator. It is recommended firms use a practice email for this setup process.

Clicking Continue will bring you to the last step - firm configuration.

The firm configuration form will ask you to enter the following information: 

  • Firm name: 
  • Active entities

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

Active entities refers to the number of entities that will have workpapers prepared for them during an annual period.

Active entities & billing

The billing for workpapers works on an annual commitment basis, where the active entity figure is the number of entities that will have at least one workpaper created within the annual commitment period. Once a workpaper is created for an entity, that entity becomes "active".

Please note, you'll be able to add more active entities which will take effect immediately, but if you'd like to reduce the number it will not take effect until the next annual commitment period.

That's it. Congratulations, your firm is now created!

Next: Setup 2/5: Managing users

Next lesson let's look at how to manage your users, including inviting them to join your newly-created firm, assigning roles and removing users.

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