Getting Started with Equipath
Equipath is a zero-knowledge compliance management platform for tracking business entities, registrations, and filing deadlines.
Step 1: Create Your First Entity
From the Portfolio tab, click + Add Entity. Enter the legal name, entity type, and any other details you want to track, then click Save.
To view or edit the entity later, double-click it in the portfolio tree to open Entity Information.
Step 2: Add Jurisdiction Registrations
For each state or jurisdiction where your entity operates:
- On the Registrations tab, click Add Registration.
- Enter basic registration info → click Next.
- Enter Registered Agent details → click Next.
- To track filings (annual reports, franchise taxes, etc.), click + Add Rule, fill out the fields, and click Save Rule. Repeat for each filing requirement.
- Click Next when done adding rules.
- Review your entries. To make changes, click any step at the top of the form to jump directly to it, then use Next to return to Review.
- Click Create Registration to save.
Step 3: Monitor Your Compliance
With registrations in place, the Filings tab shows all upcoming and overdue filings, lets you mark filings complete, and displays related documents (documents require a premium entity).
To unlock document storage and team sharing: upgrade in Settings → Billing, then:
- Invite advisors under Sharing
- Manage documents under Documents and Filings
Key Concepts
| Term | What it means |
|---|---|
| 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's compliance calendar is most powerful when all entities and registrations are in the system — incomplete data means missed deadlines.