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Getting Started

Completing your onboarding

Step-by-step guide to finish setting up your account

Last updated: January 16, 20244 min read

Onboarding Completion Guide

Complete your TallyHub setup in just a few minutes. Follow these steps to get your business ready.

Step 1: Business Profile

Enter your business information:

  • Business name and legal name
  • Business registration number
  • Contact information
  • Business address

Step 2: Location Setup

Configure your first location:

  • Location name and type
  • Physical address
  • Operating hours

Step 3: Tax Configuration

Set up your tax settings based on your location and business type.

Step 4: Team Setup

Invite team members and assign roles. You can skip this and do it later.