Add a New Company
To add a new client, select the drop-down for switching companies and click Add New
Should you be looking to import clients in bulk, you can instead refer to: Import Clients in Bulk as a Bureau (Advisor)
Copying Configuration
As an advisor, when creating a new company, you can copy configuration from an existing company.
This will allow you to start off with some data such as pay items to have an identical setup.
Getting Started
After filling in all details, you will be redirected to the Get Started page.