Parent + subsidiaries
Manage a holding company plus every LLC or Corp underneath from a single login — no juggling accounts.
Multi-Company Settings
One login. Every company you run.
Run several businesses under a single login — each with its own logo, branding, representative, and number series. Purpose-built for parent companies with multiple LLCs or Corps, businesses with several representatives, and accountants juggling books for a full roster of LLC and Corp clients.
Multiple representatives
Each company can carry its own rep name and signature, and each rep shows through on the PDFs they send.
Accountants & bookkeepers
Add every client Corp and LLC as its own company profile — separate logos, thank-you notes, and number series per client book.
Isolated numbering per company
Estimates, invoices, and B2B proposals count independently per entity — no cross-contamination between books.
Own branding, per company
Distinct logo, address, phone, email, and thank-you message on every entity's PDFs.
One-click switcher
Change the active company from the sidebar and every new document uses it instantly.
Account-level reuse, company-level documents
Saved clients and projects can be reused across your own companies. Each document keeps its selected company, branding, template, and company-specific number series. Database rules prevent references to another account’s records.
Explore the workspace with your own documents.
Create your account to try the editor, company branding, live PDF preview, and document tools.
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