Platform / Businesses
One workspace, more than one business.
Add every entity a client runs, including trading names that need to file under a parent company's EIN, without duplicating the workspace for each one.
What it does
Built around how the work actually happens
Real entity types
An LLC, an S-Corp or whichever structure actually applies, each with the tax treatment that entity type is legally allowed to elect.
DBAs handled correctly
A trading name (DBA) belongs to exactly one parent entity, one level deep, not a chain of DBAs under DBAs.
Inherits per field
A DBA can carry its own storefront details while still filing under its parent's EIN and address, inherited field by field, not all or nothing.
One workspace either way
Every business, parent or DBA, shows up in the same transaction list, filterable by which one a transaction belongs to.
How it works
3 steps
Create the parent entity
Its legal type decides what tax treatment it can elect.
Add a DBA if there is one
Point it at its parent; anything it does not override comes from there automatically.
Classify by business
Every transaction, rule and report can filter to one business at a time or the workspace as a whole.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.