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Add a new client account to your Console

How to add new client accounts to Console

  1. Log into your Console account
  2. Click the Manage Console button
  3. When the Companies page displays, click Add Client Company
  4. Enter the requested information in the New Company form
  5. Note: By default you will also be set as an Admin user on each client company you add
  6. Check the Bill to check box if you wish to charge your firm for the fees incurred by your clients
  7. Click Save.

By default, the first user of each company newly added to the Console will have the role of Administrator.

Switching between Console and client accounts

  • You can quickly move back and forth between your Console and your clients' accounts from any page.
  • Click your name at the top right and select My Companies in the drop-down menu.