Loctax

Learn how to keep an entity's share data and shareholders up to date, including a change of ownership.

Keep an entity's ownership up to date, including a change of ownership

Learn how to record an entity's governance bodies, such as its board of directors, and who can sign for it.

Record governance bodies, directors and signatory rights

Learn how to keep an entity's corporate housekeeping, such as meetings, mandates and registers, up to date.

Keep corporate housekeeping up to date

Yuliya Chakhovich

Record shareholders, governance bodies and corporate housekeeping.

Ownership and governance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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