The wait is over! We are thrilled to announce the launch of our highly-anticipated Business Category, specifically designed with you and your clients in mind.

We understand the complexities of running multiple businesses and managing various interests. That's why our Business Category offers you a meticulously curated platform to keep track of vital information, from Tax IDs, Formation Documents, Operating Agreements, Shareholders and Owners, and more.

Link Business across categories like Finance, Property, Taxes, and Insurance and attach relevant bank accounts, credit cards, tax returns, and insurance policies to streamline your client’s business management. Unleash the true potential of their ventures with seamless integration and a 360-degree view of their operations. 

Check out the Business Category now and experience a game-changing transformation in the way you handle your client’s business affairs.