You need your accountant's details, or want to record a new one.
In Rhodes: People
One list for everyone outside your structure: individuals, companies, trusts, and provider firms. Filter by kind, or search names, aliases and email addresses.
Add with Add person or Add provider, and edit inline here. Every row opens a fuller record with Open full record. A provider's record also shows the entities it serves, its contacts and its mail domains, and under Sent, the documents you've shared with it.
Each contact shows Appears in: where it is used.
Deleting a contact
Admins and owners can delete. Rhodes asks you to confirm first.
- A contact still linked to allocations, notes, roles or other records can't be deleted. Rhodes lists the links to remove or reassign first.
- A contact used only on cap tables, entities, trust roles or relationships can be replaced by another contact everywhere, then deleted, with Replace & delete.
Guests
Someone you shared documents with who isn't one of your providers shows here with a Guest chip, and the Guests filter lists them. Choose Make a provider to make one a provider. A guest has no Delete: open the full record and choose Revoke shares and remove (admins and owners), which ends their live shares and then removes them. Past activity stays in each share's history.
Your own entities never appear in People. They live under Entities. People is for the outside world and the people who hold roles in your structure.