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Can multiple offices share one team account?

Updated today

Yes! If you have multiple office locations (e.g., a Vegas and Reno office), you can consolidate into a single team account rather than maintaining separate accounts.

Benefits of a shared team account

  • Shared templates across all offices

  • Single credit pool

  • Unified billing

  • Team members can be assigned to transactions across locations

To set up

  1. Create one master account

  2. Invite team members from all locations

  3. Set appropriate permission levels

  4. Consider using tags or naming conventions to organize transactions by location

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