How To Navigate Your ZenBusiness Dashboard

Dashboard

This is your homepage. From here, you can:

• View the Next Up tasks for your business

• Track order status using the formation tracker

• See personalized product recommendations to help you run and grow your business
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Compliance

Check your overall compliance score and monitor the status of:

• Amendments

• Annual Reports

• Meeting Minutes

• Service of Process (SOP)

• Registered Agent
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Documents

Easily access:

• Your formation documents

• EIN confirmation

• A library of business document templates
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Banking

If you’ve opened a ZenBusiness bank account, you can:

• View your account details

• Deposit funds

• Review recent transactions

• Or, see partner banking offers if you haven’t signed up yet
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Money Pro

If you're subscribed to Money Pro, this is where you can:

• Track income, expenses, and mileage

• Send invoices

• Access bookkeeping tools

• View and download accounting reports

If you haven't added Money Pro yet, you’ll see a quick overview of what’s included.
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Tax Services

If you're enrolled in ZenBusiness tax support, you can:

• Log into your tax portal

• Schedule a consultation with 1-800Accountant

Not enrolled? You’ll see information about available plans.
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Web Tools

Everything you need to build your online presence:

• Manage your website, domain, and email

• Access your logo kit

• Set up a Google Business Profile

• Get help with social media branding
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Learning

Browse business education content including:

• Short videos

• Helpful articles

• Topics include marketing, finances, customer outreach, and more.
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My Business

View your:

• Business profile details

• Order history

• Order receipts
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Account Settings

Click the person icon in the top right corner to access:

• Your account info

• Billing details

• Update the payment method on file
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Need Help?

If you’re ever unsure where to find something, reach out to our Customer Success Team. We’re here to guide you every step of the way!