Setting Up Your Firm
Before you can manage a portfolio of client businesses, you need to establish your Rebased Firm. This is a one-time process that creates your firm entity and links it to your Rebased account.
Prerequisites
- A Rebased account with at least one business (your own or a client’s)
- You must be the person who will own and administer the firm
Creating your Rebased Firm
- Open the user menu (top-right of any page)
- Select Rebased Firm
- If you don’t have a firm yet, you’ll be taken to the setup flow at
/firm/setup
Step 1: Firm name
Enter the name of your firm — for example, “Smith & Associates” or “Coastal Bookkeeping”. This is displayed in the firm dashboard header.
Step 2: Region
Choose the region your firm operates in. All businesses under management must be in the same region.
| Region | Compliance features |
|---|---|
| Australia (AU) | BAS/GST tracking, STP, superannuation |
| New Zealand (NZ) | GST (coming soon) |
| United States (US) | Sales tax (coming soon) |
| United Kingdom (UK) | VAT/MTD (coming soon) |
Important: The region is locked after creation and cannot be changed. Choose carefully.
Step 3: Billing setup
A Stripe billing account is created for your firm. This is used if you choose to pay client subscriptions centrally (firm-managed billing). You can add a payment method now or later.
After setup
Once your firm is created, you’ll land on the firm dashboard at /firm. From here you can:
- Add existing businesses to your portfolio — businesses where you already have advisor access
- Onboard new clients — create a new business and invite the client
- Link your firm’s business — connect a Rebased business that represents your firm itself
- View portfolio stats — total clients, billing breakdown, reconciliation status
Linking your firm’s business
If your firm has its own Rebased business (for your practice books, invoicing, payroll, etc.), you can link it to your Rebased Firm. This is separate from your client portfolio — it represents your firm as a business.
How to link
- On the firm dashboard, find the Link your firm’s business dropdown
- Select the business from the list (only businesses you own or have admin access to are shown)
- The business is linked immediately
Why link a firm business?
| Benefit | Description |
|---|---|
| Firm team access | Team members on this business can be granted Firm Access, which lets them see the firm dashboard and work across client businesses they’re assigned to |
| Clear separation | Keeps your firm’s own books distinct from client businesses in the portfolio |
| Team billing | Team members on the firm-linked business are billed as team seats, the same as any other business |
Unlinking
You can change or remove the linked business at any time from the firm dashboard. Unlinking does not delete the business or remove team members — it only disconnects it from the firm portal.
What you’ll see
The firm dashboard shows:
| Section | Content |
|---|---|
| Header | Your firm name and region badge (e.g. “Smith & Associates | Australia”) |
| Stat cards | Total Clients, Firm-Managed, To Reconcile |
| Firm business | The linked firm business (if set), with a link to change it |
| Consolidated Billing | Monthly totals and a link to manage billing in Stripe |
| Client list | Every business under management with tier, billing type, and reconciliation status |
Next steps
- Firm Team — invite staff and grant Firm Access
- Managing Your Portfolio — add clients and onboard new businesses
- Consolidated Billing — set up firm-managed billing for clients
- Messages & Notifications — monitor notifications across your portfolio
Last updated: April 8, 2026