An Account in Harbor Compliance’s software means a single group of companies, colleagues, billing, and other software functions that function as one client.
Accounts are an advanced concept. Most of our clients have a single account. Even if you have multiple legal entities, if there is one legal/billing relationship between Harbor Compliance and you, then most likely you just need a single account. We encourage you to have a single account until having multiple accounts becomes a necessity.
Multiple accounts can be appropriate when:
- You represent a law firm or accounting firm and wish to add each of your clients as a new Account.
- You serve as a consultant or partner to your clients and you want us to form direct, ongoing relationships with your clients. You do not want to be involved in the relationship from a billing standpoint on an ongoing basis.
- The complexity of your corporate structure(s) makes it easier for you to subdivide your legal entities, users, and billing into multiple accounts.
- You use Harbor Compliance services for multiple organizations. For example, perhaps you are on the board of multiple nonprofits who each use Harbor Compliance services. Each nonprofit has a separate account. There should not be any commingling of data, billing, or access between the nonprofits.
After logging in, if you have more than one Account, you will see a screen to select which Account you wish to view.
At any time, you can navigate to a different Account by clicking the “Account” link in the top right of your screen, clicking “Switch Accounts”, and click the name of the Account you wish to view.