Multi-tenant CA practice workspace

Start a new CA firm workspace with approval-first onboarding.

Taxpert PMS now starts with firm creation, not a hidden demo login. Submit your firm details, wait for platform approval, then your first Partner/Admin account can sign in to the workspace.

1. Create firm request

Capture the firm and the first admin account in one application.

2. Platform approval

A platform admin reviews and activates the tenant.

3. Firm goes live

Default lists, workflow rules, and compliance categories are provisioned automatically.

Create a firm request

This request creates the pending tenant application and the first admin account for approval.

First Partner/Admin account