Accounts

Accounts are the businesses your intakes belong to, useful when you collect for several clients or brands.

Accounts lists them with industry, location, intake count and status. Search by name, email, website, city or contact, and filter by status and industry. Click a row to open a side panel with the account's details and its intakes, and Edit account.

New Account asks for the business name (required), legal name, industry, status and tax ID; contact email, phone and website; the address; a primary contact; and notes. Deleting an account keeps its intakes but leaves them unassigned.