This guide walks you through the essential steps to get up and running on Commenda.Documentation Index
Fetch the complete documentation index at: https://docs.commenda.io/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
Before you begin, you need:- A Commenda account (sign up at app.commenda.com)
- At least one legal entity you want to manage compliance for
For company users
Step 1: Create your account
Go to app.commenda.com and sign up with your email address or Google account. You’ll receive a verification email — click the link to confirm your account.Step 2: Enter your company details
After signing in, you’ll be guided through the onboarding flow:- Company information — enter your company name and basic details.
- Your profile — add your name and role within the company.
Step 3: Add your entities
Once your company is set up, add the business entities (corporations, LLCs, etc.) that your company manages.Add an entity
Click the Add entity button and fill in the details: entity name, country of incorporation, entity type, and jurisdiction.
Step 4: Set up your corporate structure
If your entities have parent-subsidiary relationships, joint ventures, or other connections, you can define your corporate structure:- Go to Entities and select an entity.
- Navigate to the Ownership tab.
- Add relationships to other entities in your company.
Step 5: Connect your integrations
Go to Settings > Integrations and link your data sources — Shopify, Xero, QuickBooks, Stripe, or others. This imports your transaction data automatically.Step 6: Review your compliance calendar
Commenda automatically generates compliance obligations based on your entities and their jurisdictions. Go to Compliance Calendar in the sidebar to see upcoming deadlines and track your filing status.For advisor users
Set up your firm
Create your Advisor account and configure your firm profile, including your firm name, contact details, and service offerings.
Add clients
From the Clients section in your Advisor Portal, add your client businesses. You can invite clients directly or create their accounts on their behalf.
Assign team members
Navigate to Team Members to add your team and assign them to specific client accounts. This controls who can view and manage each client’s compliance data.
What’s next?
Set up indirect tax
Connect your accounting software and start tracking indirect tax obligations.
Explore the marketplace
Browse professional services available through Commenda’s service marketplace.
- How Commenda works — Understand the full platform architecture and core workflows
- Navigating the platform — Learn how to find your way around the interface
- Key concepts — Review the terminology used throughout the platform and documentation