Prerequisites
Before you begin, you need:- A Commenda account (sign up at app.commenda.io)
- At least one legal entity you want to manage compliance for
For company users
Sign up and create your organization
Create your account and set up your organization profile. You will provide your company name, registered address, and basic contact details.
Add your entities
Navigate to Corporations and add each legal entity you need to manage. Specify the incorporation country and jurisdictions where each entity operates.
Enable indirect tax
For each entity that collects indirect tax, enable the indirect tax feature. Commenda will begin tracking registration thresholds across your active jurisdictions.
Connect your integrations
Go to Settings > Integrations and link your data sources — Shopify, Xero, QuickBooks, Stripe, or others. This imports your transaction data automatically.
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.
Next steps
Now that you are set up, explore the platform in more depth:- 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