How can I create a branch in my solo practice?

Here's how to create and set up a branch in your solo practice.

1. From your main dashboard, click on "Account." 

2. Toggle to the "Branch Info" tab from the "Practice Info" section, and click on "Add new branch." 

3. Under "Branch Name," enter a name for the branch you are creating, and select the ''Tax ID'' and "Location" from the dropdown.

4. Check the "Use this branch as default" box to mark this branch as your default one, and click "Save this branch."

5. If you have checked the "Use this branch as default" box, the following warning will pop up, explaining where your newly created branch will apply. Click "Yes, save this branch" to continue.

If you have any questions, please contact us.