Streamlined Account Setup

We’ve redesigned how businesses create accounts to make the process faster, simpler, and error-free. The new flow provides clarity as to whose account is being created without mistakes or delays.

Clear Account Type Selection – When creating an account, you can now easily choose between:

• This is my client’s account → Set up an account tailored for client services.

• This is my own account → Create an account for managing your own business.

Minimized Setup Errors – No more second-guessing! The new flow ensures businesses know exactly what type of account they’re creating, reducing mistakes and saving time.

This update gives businesses confidence and clarity when setting up both client accounts and their own accounts — making onboarding smoother and error-free.