Complete first-time setup

What does this do for me?

The setup wizard creates the minimum records you need to begin organizing compliance work: one business entity and one primary location. You may also add a first permit or leave permits for later.

Before you start

Have the entity’s legal name, entity type, state of formation, and primary address ready. Formation date and EIN are optional in the wizard.

Create the entity

Sign in or sign up at entityshield.app.
Open the setup wizard and select Get Started.
Enter the legal name.
Choose the entity type and state of formation.
Add a formation date and EIN if you want them on the initial record.
Select Create Entity.

Add the primary location

Enter a label such as a main-office name. If left blank, the wizard uses Headquarters.
Choose the location type.
Enter address line 1, city, state, and ZIP. Address line 2 is optional.
Select Save & Continue.

A primary location is required before the wizard can finish.

Add a permit or finish

Choose a permit type and optionally enter its issuing authority, issue date, and expiration date. Select Add Permit & Finish to create it. If you are not ready, select I’ll add permits later, then select Finish Setup. When setup completes, EntityShield offers links to the new entity and the dashboard.