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Add client

Add clients or business units to manage compliance work.

As a consultancy you will want to add clients to your organization. If you are using t0 as a multinational you might want to structure your work based on business units, for example, in case you recently acquired a business and need to run a different transfer pricing setup for a while.

Add a client / business unit

In the menu bar select "Clients" / "Business Units".

Select "New Client" / "New Business Unit"

In the top panel select "New Client" / "New Business Unit".

t0 screenshot - New organization details

Name the client / business unit

In the client window assign a name to the client and confirm this step by clicking "Create".

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