Firms / Tenants

Firm readiness snapshot with admin, branch, FY and service counts.

+ Create Firm
{% for firm in firms %} {% else %} {% endfor %}
CodeFirmStatusPrimary BranchFirm AdminBranchesUsersFYServicesAction
{{ firm.code }}
{{ firm.name }}
{{ firm.firm_type or '-' }}{% if firm.contact_email %} > {{ firm.contact_email }}{% endif %}
{% if firm.is_active %}Active{% else %}Inactive{% endif %}{% if firm.pending_invites %}
{{ firm.pending_invites }} invite pending
{% endif %}
{{ firm.primary_branch }} {{ firm.primary_admin }} {{ firm.branch_count }} {{ firm.user_count }} {{ firm.fy_count }} {{ firm.selected_service_count }} Open Settings
No firms found.