Practice tier setup

Once you've been granted Practice tier access, head to /practice to create your practice record. The dashboard tabs cover everything: Operate (workflow + clients + messages), BAS approvals, Engagement letters, and Settings.

1. Create the practice

Empty-state form asks for practice name + ABN (optional). If you've already added your firm as an Entity in Frank, the form pre-fills both fields from there — pick from the dropdown.

2. Brand it

Settings → Branding lets you save:

• Practice name + ABN — surfaces in invitation emails, engagement letter PDFs, and the "Working with" banner inside your clients' Frank accounts
• Logo — upload a PNG / JPG / SVG / WebP up to 2 MB, or paste a public URL
• Brand colour — hex like #0369a1
• Tagline — optional one-liner shown alongside the logo
• Contact email + phone — appears on outgoing emails so clients have a direct line back
• Default BAS declaration text — saves typing the same declaration on every BAS sign-off; falls back to the built-in TPB declaration if empty

3. Optional: white-label custom domain

Settings → Custom domain lets you serve Frank to your clients on your own subdomain (e.g. frank.smithco.com.au). The form gives you the two DNS records to publish (TXT for verification, CNAME for the host); click Verify once propagated.

When the domain is verified, your clients access Frank under your domain with your branding throughout.

4. Add staff (optional)

Settings → Members lets you add staff by email. They don't need to have a Frank account first — Frank will create one for them and email a "set your password" link. See Adding staff for the full flow.

5. Set client tags (optional)

Settings → Tags lets you define your own tag catalogue ("Bookkeeping", "Tax-only", "EOFY-2026") and apply tags to clients on their detail page. The roster filters by tag.

6. Save 2-3 engagement letter templates

Settings → Engagement letter templates lets you save reusable letter bodies. Mark one as default and it auto-applies whenever you send a new letter (you can still edit per-send before signing).