When this article is for you
You just signed up and want to know what each wizard step does before you click through. Or you've already finished onboarding and you're trying to figure out which setting controls what. Either way, this article maps every wizard field to where the setting lives later (Settings → …) and what it actually changes downstream.
If you haven't signed up yet, see sign up and add your company for the signup flow itself; this article is about what happens after you've created the user account.
Why the wizard is so short
We've cut every field we don't strictly need. No phone number at signup. No industry. No "how did you hear about us" survey. The principle is well-tested: every field at signup is a place users drop off, and the cost of getting a field wrong (you'd need to come back and fix it later) is higher than the cost of asking for it later when it actually matters.
What the wizard does ask for is what the rest of the app cannot work without: a verified email (we can't notify you otherwise), and a company with a name, a country (for VAT-rate and category defaults in the scanning pipeline), and a legal form. Everything after that is optional convenience.
The 5 steps
Step 1 — email verification
A 6-digit code arrives from [email protected]. Type it on the next screen. The code expires after 15 minutes; click Resend if you missed the window (and check spam first — first-time emails sometimes land there).
If you signed up with Google or Apple, this step is skipped entirely. The provider has already verified your email, so we trust their assertion and let you straight through.
The verified email becomes your account's primary contact for billing receipts, notifications, and password-reset links. You can change it later from your account settings, with another verification round on the new address.
Step 2 — create your company
The company name appears on your export headers and is visible to invited tax advisors. Pick the legal name as it would appear on your invoices, or your trading name. You can edit it later from Settings → Company.
The country is the one most people overthink. It drives the VAT-rate and expense-category defaults in the scanning pipeline:
- A German company gets 19% / 7% suggested as the default rates.
- An Austrian company gets 20% / 10% / 13%.
- A Cypriot company gets 19% / 9% / 5%.
- Greece, Switzerland, and the UK have their own charts too; other countries fall back to sensible EU defaults.
That's it for what country does. It does not drive data residency — your data is stored in Frankfurt regardless of which country you pick. See where is my data stored for the residency story. It does not affect billing (we bill in EUR from a Cyprus entity regardless of your country). It does not unlock or restrict features.
If you pick the wrong country, the consequences are limited: the VAT-rate suggestions are wrong, which the AI extraction usually corrects when it reads the actual VAT rate printed on the invoice. You can fix it any time from Settings → Company.
The legal form adapts to the selected country. Address and VAT ID / tax number are optional here — skip and add later from Settings → Company.
One thing the wizard deliberately does not ask: your base currency. It defaults to EUR and can be changed in the company settings; any invoice arriving in another currency is converted automatically — using the rate printed on the receipt when there is one, otherwise the European Central Bank's reference rate for the invoice date. See multi-currency and official ECB rates.
Step 3 — connect your email (optional)
Get invoices flowing in automatically: copy your private forwarding address (u-…@in.taxiteasy.org) or connect a Gmail / Outlook / IMAP mailbox. Fully skippable — you can set it up any time from Settings → Email integration. See set up email forwarding.
Step 4 — invite your tax advisor (optional)
If you already work with an accountant or Steuerberater, invite them by email now — they get their own portal with bounded, audited review access and never use up a seat. Skippable; the same flow lives in Settings later. See invite your tax advisor.
(Teammate invites are not part of the wizard — add team members any time from Settings → Members. See companies, users, and roles.)
Step 5 — your first invoice
The wizard ends by getting a first document in — upload one, or forward one to your new address — so you see the extraction working before you leave the flow.
What happens after the wizard
You land on the Dashboard on the Free plan (10 documents/month). Good next steps:
- Upload more documents (drag-and-drop, the file picker, or your phone camera). See upload via the web.
- Enable 2FA before doing anything sensitive. See enable 2FA.
- Finish the email-forwarding setup if you skipped it. See set up email forwarding.
You can skip those too. The free plan stays free as long as you stay under 10 documents/month; there's no clock ticking.
Edge cases
I picked the wrong country. Settings → Company. Change it; the next AI extraction uses the new country's VAT-rate defaults. Past extractions stay as they were — they have specific VAT rates already extracted from the actual invoices, so the suggestion-defaults are irrelevant to them.
I want my books in USD but my address is EU. Country = your EU country (for VAT-rate hints); base currency = USD (in the company settings). Both are independent and there's no "must match" rule.
I'm setting up multiple companies. Finish the wizard for the first one, then create additional companies from the company switcher. Same user, multiple separate company workspaces. See companies, users, and roles for the multi-company model.
I want to add a VAT ID for reverse charge on your invoice to me. That's a billing setting, not a company-wizard field — add your VAT ID at checkout when you upgrade, or in your billing address under Settings → Billing. See VAT reverse charge for EU businesses.
I made a typo in my company name. Settings → Company. Edit freely.
The wizard asked for nothing about my industry — should I pick one? There's no industry field. We don't ask because we don't have a feature that depends on it.
I closed the browser tab in the middle of the wizard. Sign in again and the wizard picks up where you left off — your progress through the steps is remembered.
Related
- Sign up and add your company — the path before this wizard
- Companies, users, and roles — teams and advisors explained
- Multi-currency and official ECB rates — what base currency does downstream
- Where is my data stored? — what the country setting does not affect