Organization Settings

Keep your core entity profile current so every page and report reflects the right data.

Entity profile

These details flow through the dashboard header, narrative preview, and filing summary.

Legal name

Operating name

Business number

Entity type

Jurisdiction

Industry

Employee range

Fiscal year end

Reporting lead

Reporting email

Headquarters

Website

Workspace notes

This version stores your progress locally in the browser for quick SME prototyping.

Use this app to coordinate documentation, supplier review, and annual filing prep.

If you later want multi-user access, the current shared store is a clean base for a real backend.

Reset demo data

Restore the seeded sample workspace if you want to start over.