Account setup
Create a workspace
Sign up with email and password, or with Google or Apple, then choose CA firm or company.
Updated 10 October 20261 min read
On this page
The first person in your firm or company creates the workspace and becomes its administrator.
- 1Open the AutoBooks sign-up page.
- 2Sign up with your email and a password, or continue with Google or Apple.
- 3Confirm your email address with the code we send.
- 4Name your firm or company and choose CA firm or Company.
- 5You land on the Dashboard as the administrator.
Next steps
- Invite your team from Settings.
- In a CA firm, add your first client under Clients.
- Optionally, install the Tally connector from Settings, Integrations.
Was this article helpful?
Related articles
- OverviewCA firm or company workspaceChoose a CA firm workspace to serve many client businesses, or a company workspace to keep one set of books in-house.
- TeamInvite your teamAdministrators invite staff by email from Settings. Each person sets their own password.
- Account setupSigning in and staying signed inSign in with email and password, or Google or Apple. Idle sessions sign out after about 30 minutes.
Still need help?
Write to us with your workspace name and what you saw. A person reads every message.