We're delighted to inform you that we've launched a new category for entity management. It's called the Business Category, designed to empower you to track and maintain essential information about your businesses and entities. Whether you own LLCs, LLPs, Corporations, or more, this new category offers a comprehensive platform to keep vital details at your fingertips. Trustworthy covers everything from tax IDs and formation documents to operating agreements, shareholders, and owners.
What's New?
We've gone the extra mile to enhance your experience by upgrading the Business category and several others, such as Finance, Property, Taxes, and Insurance. You can now directly link items like bank accounts and credit cards to your businesses, streamlining your operations and viewing them within each business's context.
Linking Made Simple
To link items from Finance, Taxes, Property, or Insurance simply:
Click the Add + link next to the relevant category.
Select the items you want to link and click Save.
Granting Access to Limited Collaborators
Since Business is a new category in Trustworthy, you’ll need to update the permissions for limited-access collaborators who need access. To do so
Click the profile icon in the top right.
Select Manage Access.
Next to your limited access collaborators, click the ⋮ menu and select Details.
Click the Edit icon in the Access level area.
Select the Business category, then click Save.
Revamped Navigation
In your main navigation along the left side of Trustworthy, you'll notice two updates:
Finance: The former Money category is now known as Finance.
Legal: The former Estate Documents category has been renamed Legal.
We're pleased to present these enhancements, and we can't wait for you to explore and make the most of these upgrades!
Click here to read more about the Business Category.
