Client organizations

Group engagements, contacts, and client-facing workflows under the right company.

[!NOTE] Create as many client organizations as you need—each one represents a unique company or subsidiary you support.

Overview

Client organizations act as the bridge between your firm and the businesses you serve. Each organization stores basic details like the company name, description, and owning firm. Engagements link to an organization so every workpaper has a clear client anchor.

Add an organization

1. Go to your firm settings and choose Add client organization.
2. Enter the company name and an optional description that helps teammates recognize it.
3. Save to create a reusable record that you can attach to future engagements.

Connect people to engagements

• Client contacts don’t get access just by existing in the organization. Invite them to a specific engagement when you’re ready to collaborate.
• Each contact only sees the work tied to engagements they’ve been added to, so you can safely manage multiple projects for the same company.

Best practices

• Match legal entities. Create separate organizations for subsidiaries that sign their own engagement letters.
• Use clear names. Align organization names with contracts or common client terminology.
• Review participants regularly. Check engagement rosters before busy periods to confirm the right contacts are active.

Related guides

• Firms – Configure firm-wide defaults before inviting auditors.
• Engagements – Learn how to connect a client organization to workpapers and participants.

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