Borderly Creating and Managing a Firm
Set up a firm to manage clients as a team with multiple professionals.
Professional
Overview
A firm in Borderly is a team of tax professionals who manage clients together. Creating a firm lets you assign clients to specific team members, share client data across the firm, and manage billing centrally.
Creating a Firm
To create a firm:
1
Go to Firm Dashboard
In the professional sidebar, click Firm Dashboard.
2
Click "Create Firm"
Fill in your firm's name, address, and contact information.
3
Submit for approval
Firm creation requests are reviewed to ensure quality. You will be notified when your firm is approved.
Managing Your Firm
Once approved, you can:
- Invite members — Add attorneys and staff to your firm. Assign them roles (admin or member).
- Assign clients — Assign specific clients to specific team members.
- View analytics — See firm-wide statistics on clients, presence records, and activity.
- Manage billing — Handle firm-level subscription and billing.
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