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Start by creating your first entity, adding its jurisdiction registrations, and setting up filing rules to track compliance.

Equipath has three roles: Viewer (read-only), Editor (can edit), and Admin (full access including inviting others).

Export your compliance data as a CSV or PDF from the Compliance tab — use the Export button at the top of the filings table.

Model a holding structure by creating a parent entity first, then linking subsidiaries to it via the Entity's parent field.

Change an entity's parent in the Entity editor under Basic Info — the change is reflected immediately in the entity graph.

Equipath supports LLC, Corporation, Partnership, Trust, and more — each with appropriate tax classification options.

Filing rules define when and how often a filing is required — set them in the Registration editor under Filing Rules.

Add a new jurisdiction by creating a new Registration for your entity — each jurisdiction gets its own registration record.

Edit a filing rule to change its schedule or details; delete it only if the requirement no longer applies — deleting removes all future instances.

Deleted unfiled filings can be recovered by re-filing through the compliance calendar — the filing rule still exists on your registration.

Filings move through Not Started → In Progress → Submitted → Filed, with Overdue applying when the due date has passed.

Use the Edit Filing dialog to override the due date — select 'Manual' for next due date and enter the corrected date with a reason.

The compliance calendar shows all upcoming, due, and overdue filings across all your entities in a visual monthly view.

If compliance data isn't loading, try refreshing the page or using the reload icon — data is fetched live from your encrypted records.

Equipath uses zero-knowledge encryption — your data is encrypted on your device before it leaves, so Equipath never sees your plaintext data.

Your recovery key is the only way to recover your data if you forget your password — store it securely offline.

Invite advisors or team members under Settings → Sharing — you control exactly which entities and permissions they receive.