ResourcesCreate organization
Create an organization for your consulting practice or your tax team.
Organizations are environments for groups of professionals that work together. Files, agents, content can be leveraged among all professionals of an organization. For example, an organization is created for a consultancy because members of the consultancy work together on projects. Client projects are managed within that organization.
Create organization
Open profile menu
Open the profile menu on the top right.
Create organization
Click the chevron icon next to your current organization. A menu of organizations which your are part of will open. Select "Create Organization".
Provide organization details
Name your organization, upload a logo (use perfectly square format), and define a slug for your to be created organization.
Switch between organizations
Under profile menu click the chevron icon next to your current organization. A menu of organizations which your are part of will open. Chose the organization to which you would like to navigate.