EntityShield guides
What does this do for me?
These guides cover the tasks you perform most often in EntityShield.Complete first-time setup
Use the onboarding wizard to create an entity, add a location, and add a permit.
Track a permit
Add and maintain a permit or license record with expiration tracking.
Navigate the dashboard
View entity count, compliance score, and recent activity at a glance.
Manage entities and locations
Add, update, and organize business entities and their locations.
Track governance filings
Record annual reports, franchise tax, and other filing deadlines.
Review compliance health
View weighted compliance scores and drill into risk areas.
Use tasks and calendar
Create tasks, view deadlines on the calendar, and export an iCal feed.
Manage billing and plan
View your subscription, switch plans, check invoices, and monitor usage.
Manage your team
Invite colleagues, assign roles, and manage workspace memberships.
Configure account settings
Update profile, organization, notifications, security, AI, and integrations.
Use document vault and webhooks
Upload documents and configure outbound webhook endpoints.