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Set up your firm
Three quick steps to get your practice workspace ready.
1
Firm details
2
Branding
3
Confirm
Firm details
Tell us about your practice — these details appear on branded PDF reports.
Firm name
*
ABN
(optional — 11 digits)
Website
(optional)
AFSL number
(optional)
Continue
Branding
Set your brand colour, logo and the disclaimer text that appears on PDF reports.
Brand colour
#1a4d3a
Logo URL
(optional)
Couldn’t load image — please check the URL
Report disclaimer
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Continue
Confirm & continue
Review your details — you can edit these later from the dashboard.
How many team seats?
3 seats included · add more at A$15/seat/mo
1
Solo
A$79/mo
3
Small team
A$79/mo
5
Growing
A$109/mo
10
Team
A$184/mo
25
Practice
A$409/mo
3 seats · A$79/mo · 14-day free trial included
Start 14-day free trial
Billed after your 14-day trial. Cancel anytime.
Set up firm, skip billing for now
You can subscribe later from your dashboard.
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