Admin Setup
- My employee never received their invite
- My Employee Was Set as Admin by Accident — How Do I Fix It?
- How do I add, edit, or remove a beneficial owner and certify ownership?
- How do I resend an employee's invite or sign-in email?
- How do I edit an employee's details?
- How do I resubmit controller or business information during a verification retry?
- Pricing Update for Legacy/Grandfathered Accounts