Set up your firm

Sign up, sign in and invite your team.

Steps

1. Open Sign up your firm, choose a plan by the number of people on your team, and fill in your firm and your own details.
2. Sign in with your email and password. The first time on a new device, we email you a sign-in code.
3. Under Settings > Company summary, check your firm's name and copy your clients' sign-up link.
4. Under Settings > Users, add the people in your firm and choose what each one can do.

More help

• Add clients and their parcelsBring in clients and find their properties in the county records.
• File protests by neighborhoodFile for every client parcel in a neighborhood at once, with the Notice of Protest filled in.
• Keep track of deadlinesSee what is due, and get a daily email of it.
• Prepare hearings and work offlineDownload hearing packs and open them at the hearing with no connection.
• Agents and commissionsGive agents the pages they need and work out what you owe them.
• Split a parcel between co-ownersBill each partner for their own share.
• Give clients a promo codeA percent off your protest fee, or a dollar credit.
• Your logo, email and languagesPut your firm's brand on everything your clients see.

All help topics