Adding a Business to Your Profile

Whether you run a small business with employees to protect or a side hustle with clients who rely on you, Paige gives you a place to keep your business details organized and accessible, so the right people can find what they need.

Why this matters. When something unexpected happens, the people helping settle your affairs may have no idea what businesses you own, what your ownership stake is, or where to find key documents. Adding your business to Paige can help take that burden off their plate.

Before You Get Started
How to Add a Business
Your Business Documents
Common Questions

Before You Get Started

You'll want to have a few things handy:

Your business's legal name
Your ownership percentage
Your EIN(Employer Identification Number, if you have one — this is optional but helpful
Your business phone number and address
A sense of what business entity type applies to you (S-Corp, LLC, C-Corp, Sole Proprietorship, or Other)

Don't worry if you don't have everything on hand, you can always save what you know and come back to fill in the rest.

How to Add a Business

From your dashboard, navigate to the Business section. You can find it in your main navigation or by clicking "Add your business →" from the Business tile on your dashboard.
On the Business page, click the + Add button.
You'll be taken to the Add Business form. Fill in the fields below.

Filling Out the Form

The form is broken into three sections:

Overview

Name (required) — Enter the legal name of your business.
Ownership % — Enter your ownership percentage. This defaults to 0, so be sure to update it to reflect your actual stake.
Type (required) — Select your business entity type from the dropdown. Options include

Business Info

Phone (required) — Enter the primary phone number for the business.
EIN (optional) — Your EIN is the federal tax ID number for your business. It's not required, but a best practice is to add it here so it's easy to find if someone ever needs it.

Address

Line 1 (required), Line 2 (optional)
City (required), State (required), Postal Code (required)
Country — Defaults to United States of America

When you're ready, click Save to add the business to your profile. To discard your changes, click Cancel.

Once saved, your business will appear in the Business section of your profile. You can return to edit or update it anytime.

Your Business Documents

Adding a business to your profile is just the first step. Paige also gives you a dedicated place to store the important documents that go along with it.

Once your business is added, head over to your Documents section. Under the By Category view, you'll find a category called Business Ownership, this is where you can upload things like:

Operating agreements or partnership agreements
Business licenses and registrations
Buy-sell agreements
Tax documents
Any other documentation tied to your ownership

Keeping things connected. Think of your Business profile entry and your Business Ownership documents as a pair. The profile captures the key details at a glance, and the documents section is where the supporting paperwork lives. Together, they give a full picture to anyone who may need it.

Common Questions

"Can I add more than one business?"

Yes. If you have ownership stakes in multiple businesses, you can add each one separately. Just return to the Business section and click + Add again for each additional business.

"What if I only own a small percentage of a business?"

It's still worth adding it. Even a minority ownership stake can have implications for your estate. A best practice is to document what you own, however large or small, so the people managing your affairs have the full picture.

"Do I have to add my EIN?"

No. The EIN field is optional. That said, it can be an important piece of information for executors or family members to have, so adding it is a good idea.

"Can I upload a business logo?"

Yes. At the top of the Add Business form, there's a logo placeholder with a camera icon. You can tap or click it to upload an image.