How to setup my company's information in Koble?

Objective:

To input all necessary details about the firm, such as name, address, EIN, etc., when setting up a new company data set in Koble.

Key Steps:

1. Access the "All" tab or any management level tab to select the company entity.

2. Click on the summary tab to view company information.

3. Add details like firm name, address, phone, website, and select company type (proprietorship, partnership, corporation).

4. Go to the branding tab to add company logo and slogan.

5. Fill in business info tab with ID type (EIN, social security number, TIN), legal business name, state-level information, and sales tax settings.

6. Include any additional notes about the firm or setup settings for future reference.

Cautionary Notes:

• Ensure to set the company type accurately to avoid discrepancies.

• Double-check all information inputted for accuracy.

Tips for Efficiency:

• Have all necessary information and documents ready before starting the setup process.

• Keep a record of the settings and details entered for future maintenance or updates.