Can I run my practice and my side business in one account?

CQ

Christian Quiver

Checked October 17, 2026

Yes. Make the practice one business and the side business another, in the same account: each keeps its own clients, invoices, client portal, branding and Stripe account, so a workshop client sees the side business's brand in their portal, not your advisory practice's, and each one's money lands in its own account. You switch from one menu and every screen reloads for the one you picked. Starter and Pro include unlimited businesses; the trial covers up to three.

Ready to run the whole business from one place?

Free for 14 days. No card required. Cancel any time.

Ready to run the whole business from one place?

Free for 14 days. No card required. Cancel any time.