Managing Entities

While on your main page (dashboard), navigate to the top of the screen and click "Entities".

From this page, you can search for entities that have already been created, or you can create or import new ones.

To create a new entity, click on "Add".

Fill out each field. This includes:

Entity Name
NAICS Code
Owners
Entity Type
Tax Classification
Entity Description
Entity Email
Entity Website URL
DBAs
Comments
State
Locality

You may also add a profile icon and any social links.

Click "Save".