Invite Colleagues Before Adding Your First Client

Firms can now invite colleagues to join as Admins or Account Managers before adding their first client. Invites are sent from Firm Settings (not from a demo). Once invited, each teammate can create and use their own demo client from the firm dashboard.

: This removes a common setup blocker and makes it easier to onboard your team from day one—so you can get roles and access in place before you start adding real clients.