Add Company

Checkout step by step way to create a new company, and it will also ask you to check the services which apply to the client so that eProcessify generates a checklist for those services.


Login to eProcessify and on the dashboard click on the Organization name.

2. Companies tab

Next click on the Companies tab.

3. Add company details

Click on the + button to open the form to fill in the company details.
Only the Owner and Manager can create companies.

4. Fill company details

You need to enter specific details like Company name, Email for correspondence, Pan no., GSTIN, Address.

5. User-defined field

Click on the User Defined Fields section to enter the GST username, Gst password, and IT password.

6. Upload documents

We have made eProcessify, keeping in mind all the hurdles that our clients face concerning financial documentation and processes. Thereby while creating the company, at the same time, you can also save all the documents of the respective company for any future use. Click on User-defined fields, then Custom to save the documents. Click on Next to move to the next page.

7. Create checklist

On the next page, it will show you all templates which you have added. You just need to check the templates whose checklist you want to create for that company.

8. Add checklist details

You will have to fill in the details in the checklist you wish to create. Like in the case of Accounting, fill in the month for the required period, year, periodicity as monthly or quarterly, and checklist to be created at the start or end of the period.

9. Company created

Post entering the details, click on create, and the company is formed while all the checklist which you checked would have created.