By firm size
Several offices. One platform. Separate records.
Each office is its own tenant with its own services, team and settings. Records never cross offices; the platform view sees plans and tenants, never tax records.
Isolation
Tenant isolation enforced in the database.
Every tenant's data is scoped at the database level with row-level security. Staff of one office cannot read another's clients, cases or documents.
Branding
Your name on the portal.
Office and team accounts can run the client portal under their own brand with the white-label add-on.
What's included
Everything in the box.
- Lux or Enterprise plan
- Row-level tenant isolation
- Per-office services and policies
- White-label add-on
- Platform admin for plans and tenants
- Audit log per office
Keep exploring
Related
Keep exploring
Grow offices without growing risk.
A short walkthrough with your office's questions in mind.
