Create your account, set up your company profile, and connect your books.
Sign in with Google or email and password to start onboarding.
Look up your CIK, confirm fiscal year end, and set filer status for deadline math.
Link QuickBooks Online, upload a CSV trial balance, or import from a link-shared Google Sheet.
Use the help widget for articles, AI answers, and messages to the TakePublic team.
Dashboard layout, Cmd+K search, the getting-started checklist, and notifications.