Everything else in this guide assumes one thing exists: a workspace that knows who's filing. So start here. It's the only step you can't do from inside the app, because the app doesn't exist for you yet.
Sign up
On the home page, click Get started. Enter your name, email, and a password, agree to the terms, and we'll email you a six-digit code. Type it in and your account is live.
Use the email you actually read. It's the address ExpenseGhost will accept forwarded receipts from later, and it's where your tax-deadline reminders land.
Name your business and pick an entity type
Once you verify, you land on the setup screen. Give your business a name and choose an entity type.
If you're a freelancer with no LLC, pick Sole proprietor. That's the Schedule C filer, and it's most people reading this. Formed a single-member LLC but never elected S-corp? You're still a sole proprietor for tax, so pick that too. This choice decides which lines your draft tax forms fill, so get it right — you can change it later in Organization settings if your situation does.
Pick a plan
After setup you'll choose a plan. Compare them on the pricing page, then manage your subscription any time under Billing. Every plan includes a monthly allowance of receipt scans; you only pay more if you go over it.
That's the foundation. From here on, the links in this guide open inside the app — so keep this tab handy and stay signed in.