Help / Getting started

I work for more than one firm. How do I switch?

The firm switcher in the menu lists the firms you belong to. Choose one to switch; each firm's records stay entirely separate. Invitations from a new firm wait under Your firms until you accept them.

More on getting started

• How do I start a free trial?
• What are the setup steps?
• What is the sample data, and how do I remove it?
• What happens when my trial ends?
• How do I sign in?
• What does the dashboard show?
• How do I contact you?

Not answered here? Contact us.