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A new account remains in the /onboarding wizard until it belongs to a company. Onboarding is complete when the company has a name and at least one location. Submitting the Industry step creates both. The last step, Plan, opens Stripe checkout. Once the company has a name and a location, signing in sends you straight to the Plan step until a plan is set up.

Where to go next

After onboarding, review company settings, configure document numbering under sequences, add users under people.