Company control plane
Owners and admins on Small, Medium, and Enterprise. Field phones and kiosks never hold the CRM login.
Sign in
Use the work email from checkout. We email a one-time link. Small, Medium, and Enterprise purchases send that link automatically.
Roster and invites
Card templates
CRM segments
Paste a CSV with a header row: display_name, phone, email, company, title. One file is one segment.
Audit
Help
Update the card on file, download invoices, or change the TAPBiz plan. Stripe emails a sign-in link to the address on the subscription.
Customer portal