🎓 The basics
Creating an account
Creating an account in Cimplico Workpapers is simple. Whether you're a user or firm admin the process is the same.
To get started, head to workpapers.cimplico.com.
When you arrive, you'll either see one of 4 screens:
- Account login/signup
- About you
- Firm create/join
- Workpapers firm management
1. Account login/signup
If you haven't created an account yet you'll see the following login/signup screen:
The form contains two fields, requesting you to provide your:
- Email address
- Password
Login with Xero
Included in the login form is also the option to leverage SSO with your Xero account. SSO is a great way to get started with Workpapers quickly, without the hassle of remembering another set of usernames and passwords. By leveraging your Xero account we can also complete Step 2 for you!
Once you have created your account you will be redirected to the About you section of the onboarding flow, as seen below.
2. About you
After creating your account you will see the first section of the onboarding flow: 
The About you form will prompt you to enter the following information:
- Given Names
- Family Name
Once you have filled these fields out you can click Continue to proceed to either create a firm or join a firm.
3. Firm create/join
If you see the above screen and are wanting to join a firm, head to Joining a firm for the next steps. If you're a firm admin interested in creating a firm, you can check out Creating a firm for more information.
4. Workpapers firm management
If you see the above screen you are already part of a firm, and should head to Navigating the firm.