Add Organization

Add an organization you're a sales representative for

Add Your Client Organization

You're adding an organization that you are the sales representative for. This will allow you to onboard restaurants and bars as clients and track your claims.

Import clients via CSV or add them manually

Track commissions and manage your pipeline

Organization Details

Enter the name of the organization you represent

?

Max 10MB, JPEG, PNG, GIF, or WebP. Recommended: 500x500

The display name for your organization (2-100 characters)

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Enable Push Notifications

Get instant updates on your tax credit claim status, document requests, and important deadlines.

  • Claim progress updates
  • Document request alerts
  • Payment & filing confirmations

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