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Find the Getting Started landing page

Locate Getting Started from the dashboard navigation.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Open the dashboard area and select Getting Started when the tab is available. The landing page identifies the Getting Started section.

Dashboard navigation with Getting Started selected and its landing-page heading
Dashboard navigation with Getting Started selected and its landing-page heading

Opening this page does not complete a setup task or change your company. If you need to carry out a specific setup action, use that action's own screen and instructions. The landing page itself is not a confirmation that onboarding is complete.

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