# Free Firm Workspace

### Where to find it

Your firm workspace appears on the Clients page, named after your firm. It's created automatically when you register and stays on a free [Plus plan](/reference/plan-comparison-guide.md) indefinitely.

<div data-with-frame="true"><figure><img src="/files/1hf9zp2MwVmpGFVFov0Q" alt=""><figcaption></figcaption></figure></div>

### Use cases

* **Run your firm's books** — Connect your firm's bank accounts, categorize transactions, and close periods using the same workflow you use for clients.
* **Demo to prospects** — Walk potential clients through real workflows, show how transactions auto-categorize on sync, and demonstrate how quickly books can close.
* **Test before you deploy** — Try new Rules, Split configurations, or Chart of Accounts changes here before applying them to client accounts.

{% hint style="info" %}
**Tip:** Build template Rules and Chart of Accounts configurations here that you can reference when onboarding new clients.
{% endhint %}

***

### What's included

Your firm workspace includes all Plus plan features at no cost:

* Collaboration tool with your team and clients
* Unlimited transactions
* Custom Chart of Accounts
* Rules (Transaction, Split, Transfer, and Accounting)
* Balance Sheet and Reconciliation
* Classes for segment reporting
* Multi-entity with automatic intercompany journal entries
* Receipt matching and document storage
* And more...

***

### Next steps

→ [Invite Your Team](/start-here/set-up-your-firm/invite-your-team.md)

→ [Add Your First Client](/managing-clients/add-your-first-client.md)


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