For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Why can’t I add team members or link a bank account?
Adding team members isn't currently available. Linking an external bank account depends on your plan: the Tax and Compliance and Business-in-a-Box plans include this feature through Plaid.
The Tax and Compliance and Business-in-a-Box™ plans also include full access to bookkeeping, e-commerce insights, and ad analytics tools.
Plans that include bookkeeping software give you the tools to manage your books yourself, through manual entry or the software, unless you add on doola's human bookkeeping service, in which case that ongoing work is handled for you.
We know multi-user access matters for growing businesses, and it's already on our product roadmap, our team is actively working on bringing it to the platform. You might also run into a feature or document that isn't showing up yet because it needs additional verification, a compliance check, document processing time, or a state filing step to complete first.
It will appear in your dashboard once that process finishes. doola continues improving the dashboard experience over time, so expect more of these gaps to close.