General 3/7: Joining a firm

Created by Marco Fiumara, Modified on Fri, 20 Jan 2023 at 09:20 AM by Marco Fiumara

Previous: General 2/7: Creating an account

In case you missed it, last lesson we walked through creating an account in Cimplico Workpapers as a user or firm admin.

Following on from the previous lesson: General 2/7: Creating an account, once your account is created you'll see the following where you can select to Join a Firm:

Figure 1: Signup Step 2: Join a firm

When Join a Firm is selected, you can hit Continue to view any pending invites to your account. Currently, you can only join firms you have first been invited to by the firm admin. 

Figure 2: Signup Step 3: View pending invitations

Figure 2 shows the firm invite page, where you can view your pending invites and choose to Accept or Decline invites. Once you accept an invite, you will be launched into your newly-joined firm.

If you're looking to create a firm, you can click the "I need to create a new firm" link under the invites table, and follow our Setup 1/5: Creating a firm guide.

Next: General 4/7: Navigating the firm in Cimplico Workpapers

Now that you've joined your firm you have access to Cimplico Workpapers! Let's explore the app and cover some general information about it.

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