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Businesses are company records that represent organizations relevant to your practice — employers, custodians, vendors, referral firms, or any other entity you want to track. You can link other contacts and people to a business through employment records, and attach tasks, notes, and comments directly to a business.

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Creating a business

1

Open the creation form

Click + New business on the Businesses page.
2

Enter the business details

Fill in the Business name (required). Optionally add an Email, Phone number, Website, and Industry.
3

Click Create

The business is created and appears in the list.

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The business list

The Businesses page displays all businesses in a table with these default columns:
  • Business — the business name (links to the detail page)
  • Email address — primary email
  • Phone number — primary phone
  • Website — website URL (opens in a new tab)
  • Industry — industry category
  • Tags — assigned tags (editable inline)
Click any column header to sort by that field. You can sort by name, email, website, industry, created date, and updated date. Click the icon in the toolbar or start typing to search businesses by name. Results update as you type.

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Filtering

Use the Tags chip at the top of the list to quickly filter by tag. Click Filter for additional conditions:
  • Name, Email, Phone number, Industry, Website — match by text
  • City, State, ZIP — match by address fields
  • Tags — filter by one or more tags
  • Book — filter by book (visible when viewing across all books)
Custom fields also appear as filter options.

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Views

The default view is All businesses. Click the + button next to the view tab to create a custom view with saved filters and sort order. Rename a view by clicking its name.

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Managing a business

Click a business name in the list to open its detail page. The header displays the business name, primary email (as a clickable badge), and a profile picture. Click + Add tags to assign tags for categorization and filtering. Use the buttons in the top-right corner:
  • Add task — create a task linked to this business
  • Add note — create a note on this business
  • … (more menu) — delete the business

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Tabs

The left side of the detail page has tabs for:
  • Phone — call logs and recordings (requires a phone integration)
  • Tasks — tasks linked to this business
  • Notes — notes created on this business

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Details sidebar

The Details tab in the right sidebar shows all business information. Click any field to edit it inline:
  • Name — the business name
  • Website — a URL that opens in a new tab
  • Industry — the business’s industry
  • Tax ID — a tax identification number
  • Email — one or more email addresses, each with a type (personal, business, school, or other) and a primary indicator
  • Phone — one or more phone numbers, each with a type (mobile, work, home, fax, or other) and a primary indicator
  • Address — street address, city, state, and zip
  • Additional info — free-text notes about the business
If your team has configured custom fields for businesses, they appear below the standard fields. The Related records section at the bottom lets you add connections to other businesses, households, or trusts.

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Comments sidebar

Switch to the Comments tab in the right sidebar to view and add threaded comments about this business. Comments are visible to your team.

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Profile pictures

You can add a profile picture to any business to make it easier to identify in lists and detail pages.
1

Open the business detail page

Click the business name in the list.
2

Click the profile picture area

Click the icon to the left of the business name in the header.
3

Select an image file from your computer

To replace or remove a profile picture, click the avatar and choose Replace or Remove.
Accepted formats: JPEG, PNG, GIF, and WebP. Maximum file size is 10 MB.

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Tags

Tags help you categorize businesses for filtering and organization. You can assign tags from the business detail page header or directly in the list by clicking the Tags cell.

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Managing business tags

You can create, rename, and delete business tags from settings.
1

Go to tag settings

Go to Settings → Data customizations → Business tags.
2

Add, rename, or delete tags as needed

Deleting a tag removes it from all businesses. This cannot be undone.

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Bulk actions

Select businesses in the list by clicking the checkbox next to each name. Hold Shift and click to select a range. Use the Select all checkbox in the header to select every business matching your current filters. The selection bar appears at the bottom of the screen with a Delete action to permanently remove the selected businesses.

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Deleting a business

To delete a single business, click the … button on the business detail page and select Destroy. To delete multiple businesses at once, select them in the list and click Delete in the selection bar.
Deleting a business removes all associated notes and tasks. Contacts and employment records linked to the business are preserved, but the link to the business is removed. This cannot be undone.

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FAQ

Other contacts can be linked to a business through the Business field on the contact’s detail page. This is useful for tracking which firm a CPA, attorney, or referral source works for. A business can have many linked contacts.
People can be linked to a business through employment records. Each employment record tracks a role, start and end dates, and active status. A person can have multiple employments across different businesses.
Yes. Businesses are included when you import data from Redtail, Wealthbox, or Salesforce. See importing your data for details.
Yes. Go to Settings → Data customizations → Custom fields and add fields for the Business record type. Custom fields appear on the business detail page and can be used as filters.

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Next steps

Other contacts

Track professional relationships and link them to businesses

People

Manage individual person records with employment history

Tasks

Create and manage tasks linked to businesses

Custom fields

Add custom fields to business records