Manage companies

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View companies

1. Click “Companies” in the sidebar
2. You see all companies as a card or list view
3. Use the search bar to filter by name
4. In the list view, you can sort by name, creation date, or firm

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Create a company

1. Click “Add company” at the top right
2. Fill in the form:
   • Company name (required) – The name of the company
   • Firm – Assignment to a tax advisory firm
   • DATEV client number (optional) – The client number at DATEV, important for automatic data transfer from DATEV
   • Description (optional) – For example, industry or notes
   • Industry – Selection list of industries
   • Company size – Selection list of company sizes
   • Logo (optional) – Upload a company logo (PNG or JPG, max. 1 MB)
3. Click “Create”

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Edit a company

1. Click the edit icon on a company in the card or list view
2. Change the desired fields in the form
3. Save the changes by clicking “Update”

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Assign or revoke user access

1. Click “Access” on a company
2. You see a list of all users assigned to your firm
3. Click “Grant access” for the users who should have access
4. Click “Revoke access” for the users who do not need access
5. The changes take effect immediately
6. Then click “Close”

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Delete a company

1. Click the delete icon on a company in the card or list view
2. Confirm the deletion by clicking “OK”