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
- You must be the person who will own and administer the firm
- Rebased Firm access must be enabled from Personal Profile if you do not already see it in your user menu
Creating your Rebased Firm
- Open Personal Profile
- In the Rebased Firm section, choose Set up Rebased Firm
- Rebased enables firm access for your account and opens the setup flow at
/firm/setup
If Rebased Firm is already enabled for your account, you can also open the user menu and select Rebased Firm. If you do not have a firm yet, you’ll see an option to establish one.
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 account
A Stripe billing customer is created for your firm behind the scenes. This is used if you choose to pay client subscriptions centrally (firm-managed billing). Payment methods are managed later from the firm billing area.
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 of businesses you can access
- 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: June 12, 2026