Start with the Action Center for recorded tasks that need your answer, such as a document request or company detail. Use the sidebar to return to the relevant service when you are ready.
What the sidebar covers
- Workspace has Home, the Action Center, and Services. Home is your dashboard, the Action Center lists everything waiting on you, and Services is the catalog of what you can request.
- Money has Bookkeeping (transactions, items that need your attention, accounts, reconciliation, and the chart of accounts), Reports and analytics, and Invoices and bills.
- Tax and Compliance has Tax, Compliance, and Registered Agent.
- Company has your company records, Formation, Signatures, and Documents.
- Finance has Payroll, Strategic Finance, Financial Stack, and the Equity Center.
- Support has Institution Max, Messages, Requests, Appointments, and Help and support.
- Settings is at the bottom, with Company setup and Bookkeeping rules underneath it.
The Services page separates active services, requests in progress, and services you can still add. If a service page is locked, check its status rather than assuming your request was lost.
A good first session
- Check the Action Center for tasks assigned to you. Start with any requests for company information or documents.
- Check Company setup in Settings so your legal name, entity type, and state are right.
- Upload the documents you were asked for under Documents. Upload to the request that asked for the file when there is one.
- Invite anyone who needs access under Settings, then Team.
Note
If a page is locked, check the service status first. Some tools become available only after the corresponding service is active.
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