Everything about your business, in one place
Ownership, insurance, contracts, licenses, sales tax, and distributions — tracked, reminded, and reported from a single dashboard.
No public sign-up — ask your admin to send you an invite.
Acme Liquor Co.
Insurance
6
Contracts
11
Licenses
4
Total Business
$48.2k
Total Business — YoY
Dashboard
A live snapshot of the business — year-over-year sales, upcoming expirations, and last month's totals in one view.
Business Info
Entity details and ownership on file, with partner records and SSNs encrypted at rest.
Sales Tax
A monthly meals & sales tax worksheet with auto-calculated fields and a year-over-year comparison chart.
Send to CPA
Email a formatted monthly sales tax report straight to your accountant in one click.
Compare Sales
Line up two month ranges side by side to see how sales are trending.
Reports
Run custom date-range reports across Sales Tax and Distributions, then export to CSV or PDF.
Insurance Info
Every policy on file with email & text reminders before it expires, document storage, and portal login details.
Contracts
Vendor contracts with email & text renewal reminders, attached documents, and portal login details.
Licenses
Business licenses and permits with email & text expiration reminders, attached documents, and portal login details.
Distributions
Track partner distributions and how each one is allocated.
Audit Trail
A full field-level history of who changed what, and when — visible to admins.
Admin Settings
Invite partners and control exactly which tabs each person can view or edit, per business.
Never miss a renewal
Insurance, contracts, and licenses can each be set to remind you before they expire — delivered by email, text message, or both.
Secure by design
SSNs and portal passwords are encrypted at rest, every tab is gated by per-user view/edit permissions, and every business's data is isolated at the database level.