How do I start Proactly quickly ?

Proactly is incredibly easy to setup and start.  A Welcome Wizard will guide you through the process.

Here are the steps to follow :

1. Create your team. Invite users. Wait till they accept your invite 
2. We have already added most common compliances pertaining to Income-tax, GST, Companies Act, LLP, Profession Tax, PF and ESIC. View them once,  so that you do not end up adding them again
3. Create your compliances
4. Create your business entities or import them via excel sheet
5. Assign compliances to business entities
6. Assign compliances within a business entity to a maker. Repeat the process if you want a checker to be assigned.
7. Update Compliances with completion details and upload proof documents wherever necessary
8. View DashBoard