Help centre / Getting started

Getting started

From sign-up to a board full of filings in an afternoon.

In the workspace: sakshra.com → Start free trial

1. Sign up with your firm's name and your email. Choose the address your team and clients will use, such as yourfirm.sakshra.com.
2. Open the email from Sakshra, ask for a code, and set a password of at least 12 characters.
3. Set up two-step sign-in: scan the code with an authenticator app (Google Authenticator, Microsoft Authenticator, Authy or 1Password) and type the six digits it shows.
4. Save your recovery codes somewhere other than your phone. They are shown once.
5. Follow the checklist at the top of the Board: your firm's details, the privacy notice, your team, your clients, the office and your fee plans.

The trial lasts 30 days and needs no card. The banner at the top of every page shows the days left.

Next: Importing your clients