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An organization is one business entity, identified by its 9-digit EIN. Your user account can belong to several organizations, and everything you see in the app — jurisdictions, filings, transactions, people — belongs to the organization currently selected in the top bar.

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Where this lives

Add your organization

The first time you sign in with a new account, the app takes you to Add your organization. You need two things:

Click Continue. (Already belong to another organization? The links under the form let you Switch organization or Sign out instead.) One of three things happens:

Result What it means What you do
Organization ready. The business was created, or you were already a member. Nothing — you're taken to the Dashboard.
Enter your verification code HOST already has this EIN on file, but nobody manages it in the app yet. A 6-digit code has been emailed to the address on file for the business. Type the code to prove you control that inbox. See Claiming a business below.
We're waiting on a manager HOST already has this EIN on file and the business already has managers in the app. They've been emailed approval links. Wait for a manager to admit you. See Claiming a business below.

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The EIN and legal name can't be changed afterwards from inside the app — they're locked on the Company Profile. Double-check both before you click Continue. If you made a mistake, contact support.

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Claiming a business that already exists

If your EIN matches a business HOST already works with, you don't get a duplicate — you claim the existing record. Which path you get is decided automatically.

Path A — verify by emailed code

  1. On Enter your verification code, the message tells you which (masked) address the code went to — for example j**@acme.com.
  2. Enter the 6-digit code and click Verify.
  3. On success you see Access verified. and become a Manager of that organization.