Getting Started with Equipath

Welcome to Equipath — the zero-knowledge compliance management platform for entities, registrations, and filings.

Step 1: Create Your First Entity

  1. Click + Add Entity from the Dashboard or Entities list.
  2. Enter the entity's legal name, type, and state of formation.
  3. Set the parent entity (if this is a subsidiary).
  4. Click Save.

Step 2: Add Jurisdiction Registrations

For each state or jurisdiction where your entity operates:

  1. Open the entity and go to the Registrations tab.
  2. Click Add Registration.
  3. Select the jurisdiction and enter the registration details.
  4. Add any filing rules (annual reports, franchise taxes, etc.).

Step 3: Monitor Your Compliance

Once registrations are set up:

  • View the Compliance tab to see all upcoming and overdue filings.
  • Use the Dashboard for a cross-entity overview.
  • Set up your team by inviting advisors under Settings → Sharing.

Key Concepts

  • Entity — A legal business entity (LLC, Corp, etc.).
  • Registration — A jurisdiction where the entity is registered.
  • Filing Rule — A recurring compliance requirement.
  • Filing Instance — A specific due filing for a given period.

Tip: Equipath works best when all your entities and their registrations are in the system — the compliance calendar becomes much more valuable with complete data.