Set up your workspace

Choose your profile type

Choose Business if you manage compliance for your own company. Choose Partner if you provide tax, accounting or technical services to other businesses.

Your choice changes the questions that follow and which platform opens when you finish.

Choose your role

Select the role closest to your day-to-day work. For a business, the choices include Finance / Tax, Operations, Developer / IT, Leadership and Other.

Partners see a different set of roles, such as CA / Tax Advisor, Accountant and IT / Developer. This question describes your work; it is separate from the access role you choose when inviting teammates.

Describe your business or firm

For a business, select your industry, such as Retail, Manufacturing or Professional Services.

For a partner, select the type of firm, such as Accounting Firm, System Integrator or ISV. An ISV is a software provider building invoicing into its own product.

Choose your business size

For a business, choose the range that matches your number of employees. For a partner, choose the number of clients you manage today, not the size of your own team.

Select your countries

1. Select each available country where you operate. Use Search countries… to find a country in the list.
2. In your selected countries, click the one you want as your primary country. It should show a Primary badge. If you select only one country, it becomes primary automatically.
3. Choose Continue.

Choosing a country here does not register your company for e-invoicing. Company onboarding comes after workspace setup.

Choose your current software

Select the ERP or accounting system you use today. The available choices depend on whether you chose Business or Partner.

If your system is not listed, choose Other and enter its name in Which software are you using?. You need to fill in that field before continuing.

This step records your current software. It does not connect that system or import your invoices.

Name and create your workspace

1. Enter a Workspace Name, such as Acme Trading. This is the name of your team’s shared space, not the company registration form.
2. Review the suggested Workspace URL. For example, Acme Trading suggests acme-trading. You can edit the address before creating the workspace.
3. Add the optional details you want, then choose Create workspace.

To add a logo, choose Upload. The screen recommends a 256 × 256 px image; keep the file at or below 700 KB.

To invite teammates, enter their email addresses under Invite Team Members and choose a role for each: Admin, User or Guest. Choose Add another member for another row. Leave the email fields empty if you are not ready to invite anyone.

Partners can also enter a Company Website. This is optional.