Set up your primary firm workspace, configure your custom domain, and onboard your team of accountants and corporate clients with role-governed security.
Strict Multi-Tier Scoping
SuperAdmin compliance wall & isolated company databases
Custom Domain Engine
Instant DNS TXT token challenge & SSL proxy routing
Multi-Firm Portfolio
Partners can manage multiple companies under one account
White-Label Client Hub
Client self-service portal with custom branding
Create your firm organization and primary administrator account.
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