Create a new company in CertCapture by modifying the company hierarchy. This can only be done by Enterprise CertCapture users with an Admin user role.
- Go to Settings > Account Settings > Account Details > Company Hierarchy and click Add Company. Enter the necessary company information.
- Your CertCapture fax number should be provisioned and visible within the following 48 hours. If it isn't, email email@example.com with your account number and company name.
- After your company has been created, add users to it.
- If you would like the company connected to an AvaTax account, email firstname.lastname@example.org with your account number, company name, and company code.