Getting started

From setup to your first report

Set up your company, prepare packaging data and export a reviewed report.

Before you start

Have your company profile, SKU list, packaging specifications and sales by state ready. A reviewer will need to check the packaging and report.

Create your own organization, or join through an invitation. Owners, admins and editors prepare data; owners, admins and reviewers approve it.

Choose Start free and complete account creation. Follow any confirmation instructions shown before signing in. Google sign-in is also offered.
In Create your organization, enter Company name and choose Continue. Complete Legal entity name, Global annual revenue (USD) and HQ state.
Continue to Where do you sell? Select the covered states where your products reach consumers and enter the approximate SKU count. Complete setup and read the Exposure Snapshot.
Create or import SKUs, then import state sales for the relevant year. Add packaging components and attach source evidence where available.
Have an authorized reviewer approve packaging. Open States & obligations and check the rationale and source context.
In Reports, choose State and Reporting year, then Generate report. Review completeness, Send for review, and have a reviewer Approve report before relying on the output.

Your workspace connects source evidence, approved packaging, state sales and a report snapshot. Exporting is not filing with a state or PRO.

If you joined an existing organization, do not create a duplicate company just to accept an invite.
Setup is an initial screening, not a final legal determination. The reporting year chosen later must match your sales data.
Re-running onboarding can rebuild deadline entries; check custom deadlines before repeating setup.