Agencies

New agency

Creates the agency and emails each person a link to set their password. Branding is set up by the agency itself.

Agency details

Legal nameAs registered. It appears on invoices and year-end slips.Display name (optional)The name staff and clients see. Leave blank to use the legal name.Org codeA short permanent ID used in links and the CLI. Lowercase letters, digits and hyphens.CRA business number (optional)The agency's own number, e.g. 123456789RP0001. You can add it later.

New agency

Agency details

Contact

Billing tier

Team

Review & create