Team Collaboration

Your Team, Your Rules

Four role levels, email-based invitations, and activity tracking. Control exactly who can see and do what across your organization.

Role-Based Access Control

Four built-in roles ensure everyone has the right level of access — from full admin control to view-only permissions.

Invite team members by email. They receive a secure link to join your organization with their assigned role.

Know who did what and when. Activity tracking gives you a complete audit trail across your organization.

Role-based permissions prevent unauthorized access to sensitive financial data.

New team members join via email invitation — no complex setup or training needed.

Activity tracking creates an audit trail so you always know who made changes.

How many team members can I add?: The number of team members depends on your plan. Starter allows up to 3 users, Professional up to 10, and Enterprise has unlimited team members.
Can I change a member's role later?: Yes. Organization admins can change any member's role at any time from the team management page. The change takes effect immediately.

Per-org subdomains, data isolation, org switching, and branch management.

Chart of Accounts, vendors, office expenses, bank accounts, and financial reports.

Track every clearance job with 40+ fields, auto sale numbers, and GD filing.

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