Small Business Reality View

Here the vault tightens its focus: entity names, quarters, contracts, and cash-critical files. It’s still simple – just tuned for operators who have to answer to banks, CPAs, and clients.

• •Per-entity vaults: each LLC or brand has its own lane for tax packs, contracts, licenses, and financial docs.
• •Quarterly tax bundles: ready-made folders grouping bank feeds, invoices, and receipts for each quarter.
• •Client proof: signed agreements, SOWs, and scope changes stored with timelines that can be shown to clients if needed.
• •Share-safe rooms: dedicated spaces for CPAs, attorneys, or partners to see exactly what they need – and nothing they don’t.

The UX shows a bit more structure but stays lean. It’s the opposite of a bloated ERP – just enough control to move fast and stay clean.

• •A clear Business Home with tiles for Tax, Clients, Licenses, and Money-related documents.
• •Click into Tax and see quarters, prep status, and a single call-to-action: "Prepare package" or "Lock and share."
• •Click into Clients and jump straight to signed agreements and related deliverables, always aligned by client name.
• •Every action the operator takes is still mirrored back to the founder’s overarching command view.