🛠️How to start?

Welcome to Simple-C! Our mission is to simplify your expense management and Schedule C preparation, making the process as effortless and efficient as possible. This guide will walk you through the initial steps to get started with Simple-C, setting you up for success from day one.

Getting Started

  1. Sign Up and Login

    • The first step to using Simple-C is to create an account. Head over to our sign-up page and fill in the necessary details to register.

    • Once you have registered, log in with your new credentials to access your personal dashboard.

  2. Dashboard Overview

    • After logging in, you’ll be directed to the dashboard, your central hub within Simple-C. This is where you’ll manage all your financial activities.

  3. Initial Setup

    • Before diving into the detailed functionalities, it's important to set up your profile and business information. This ensures that your data is accurately represented and tailored to your specific needs.

    • Navigate to the 'Profile' tab, where you can input your personal and business details, adjust preferences, and configure the system according to your requirements.

  4. Exploring Key Modules

    • Simple-C is designed with several key modules that streamline different aspects of expense management and Schedule C preparation. Here’s a brief overview of these modules:

      • Client Management: Easily add and manage your client information.

      • Bank Registration: Link your bank accounts for seamless expense tracking.

      • Expense Tracking: Record and categorize your expenses quickly and accurately.

      • Summary: Get a comprehensive view of your financial health, helping you prepare for tax filing and other financial assessments.

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