Give An Advisor Access

Give your lawyer, accountant, or advisor admin access to help with reporting and compliance.

Perfect for: Registered agents, attorneys, accountants, and other professional advisors who need to access your equity data for reporting or compliance purposes.

1. From the main menu, select Settings

2. Click the Company Access tab

3. Click + Add Company Access in the top right corner

4. Enter your advisor's email address

5. Set their permission level to Admin

6. Click Invite

What happens next:

• Your advisor receives an email invitation to join your Cake account

• They'll need to sign up using the same email address the invitation was sent to

• They'll enter the 6-digit confirmation code from the email to activate their access

• They'll have full access to view, edit, and export all your equity data

Important: Make sure your advisor uses the exact email address the invitation was sent to. If they receive an "invalid code" message, you can resend the invitation.

Permission levels explained:

• Admin: Full access to view, edit, and export data, plus billing access

• Edit: Can make changes and upload/download documents

• View: Can only view information, no editing