🛠️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
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.
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.
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.
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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