Set up your workspace.

INSIDE THE WALKTHROUGH

One step at a time.

1. 01

   Create an organization

   Your personal account can belong to business workspaces. From Choose your workspace, select Create Organization to set up a business you manage. If your team already has a workspace, use Join Organization instead. Here, we will follow the new-organization path from the workspace directory.

2. 02

   Find your business

   Organization setup begins with your business type and legal name. Search Canadian Business Registries, then review the matching business. If you cannot find it, choose Enter details manually. Registry search helps with identification, but you still need to confirm the business and payroll information.

3. 03

   Complete the business profile

   Confirm the legal name, business description, address, and payroll details. Answer whether you have paid employees this year. Add your company contact details and choose your workspace subdomain carefully: it locks when you continue. Review the profile, then choose Continue to signatory.

4. 04

   Add the authorized signatory

   Add the person authorized to sign documents for your business. The form asks for their legal name, Canadian home address, job title, date of birth, phone number, and Social Insurance Number. Review the details before choosing Continue to payment method. Keep the signatory’s information accurate and current.

5. 05

   Review the plan and payment consent

   Review the Free Plan and the optional service prices shown alongside it. Read the payment consent before choosing Continue with Free Plan. The screen explains that a payment method is saved for requested usage, with no charge today. Complete the secure payment setup when prompted.