One firm account is the usual answer. It holds as many users and as many client companies as you need, and every office can work in it. Separate firm accounts are also possible, but they are genuinely separate: a sign-in belongs to one firm, there is no switch between firms in the product, and anyone who works across two would need a sign-in for each.

Nothing in AllDone caps users or clients, and there is no notion of an office as a layer above the client. In practice offices work in one account and are distinguished by their clients and by who does the work. Everyone in the firm can see the firm's jobs, and roles decide what each person can do rather than which clients they can reach.

The firm's settings are shared: the policy defaults, the house wording and learning, the client call defaults. That is usually an advantage across offices, and it is worth agreeing those before several offices start work.

Where two practices are genuinely separate businesses, separate accounts keep the clients, the settings and the learning apart. The separation is real: a user of one cannot see anything of the other, and a request for something in the other firm comes back as not found rather than as refused, so nothing is revealed either way.

The cost is convenience. There is no firm switcher, so a partner in both signs out of one and into the other with a different account.

A partner invites users by email from Settings, Users. An invitation belongs to the firm that sent it, and the person accepting has to have a verified email address before the account is bound to your firm.