1. Start by clicking on your name under your profile picture on the top left corner of the screen. This will open a side menu where you can create new company accounts and switch between existing company accounts.
2. Click Add Company.
3. Now you need to enter the name you want for the company account. Click Next to proceed.
4. You must now choose a RogerAddress for your new company account (read more about RogerAddress here ). Roger automatically gives you a suggestion based on the company name, but you can also enter a prefix in the text box if you want a different RogerAddress than the one suggested. Click Next to proceed.
The new company account is now created and ready to be used. You can easily switch between your company accounts or create new accounts at any time.
- If you're an accountant/partner, the steps are the same except when you first add a client, you'll get a page where you're asked wether you would like to be billed yourself, if you'd like your client to be billed.