Business Setup Checklist

Business Setup Checklist helps new business owners stay organized while working through common startup steps.

Use the app to build a personalized setup checklist based on your business answers, then track the pieces that are easy to forget: business name, formation, EIN, banking, DBA, sales tax, permits, business credit basics, and important records.

The app also includes a Growth Workspace with mini CRM-style tools for early business follow-up. You can track leads, save contact details, add follow-up dates, create reminders, set goals, and keep your next steps in one place while you work on getting customers.

Key features include:

- Personalized business setup checklist
- Step-by-step startup task tracking
- Simple AI explanations for confusing checklist items
- Docs Vault for storing important business files and photos
- Growth Workspace with leads, reminders, goals, and follow-up planning
- State resource links for common filing and registration steps
- Settings and legal links for account, privacy, and subscription information

Business Setup Checklist is made for practical organization and education. It can help you understand what to look into, what to track, and what to follow up on while starting or organizing a business.

New users get trial access to the app’s full tools for 3 days. Some features require Pro access after the trial period.

This app does not provide legal, tax, or financial advice. Always confirm official requirements with your state, local agencies, and qualified professionals.