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This guide takes you from sign-up to your first entry recorded by Tia. New to Taskezy? Read What is Taskezy? first for the bigger picture.

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Step 1. Create your workspace

Go to app.taskezy.co/sign-up. Enter your Work email and a Password (at least 8 characters), and click Create workspace — or click Continue with Google. You can add your WhatsApp number here too, or leave it for the next step. If you signed up with email, confirm the link we send you. Your 30-day free trial starts now. No card needed.

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Step 2. Tell us about you and your company

The setup page walks you through two required steps. First, Tell us about you and your company:
  • Your name and Company name.
  • Country — where your business is set up. We start with a guess from where you signed up; change it if it’s wrong. In the United States, pick your State; in Canada, your Province.
  • Base currency — what your books are kept in. It follows your country: a UAE business keeps its books in AED and a US business in USD; anywhere else, pick the currency you account in.
  • Timezone — your own. Reminders, the morning brief and “today” follow it.
  • Tax ID — optional. In the UAE it’s your 15-digit TRN; in the US, your EIN (NN-NNNNNNN); elsewhere, whatever your tax registration number is.
Your country and base currency can’t change once your books have their first entry — tax rules and every amount in your books depend on them. Until then, change them freely in Settings → Organization profile.
Taskezy isn’t available yet in the EU and EEA, the UK, and a few other countries listed in our terms. If you pick one of them, we’ll save your place on the waitlist and email you when we open there.
Click Save and continue.

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Step 3. Add your WhatsApp number

This is how you’ll talk to Tia. Enter the number you use for the business and click Send code. Tia sends a 6-digit code on WhatsApp — enter it and click Verify number. The code is valid for 10 minutes. Once your number is verified, the page shows You’re connected to Tia, with a QR code for Tia’s number. Scan it, or save the number, and say hello.

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Step 4. Send your first receipt

Open WhatsApp and send Tia a photo of a recent receipt or a supplier PDF. She replies with a draft: vendor, amount, VAT, category and project. Reply confirm to record it, or send a correction — “project: JBR Villa 4” — and she redrafts. That’s the draft-then-confirm rule you’ll see everywhere.

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Step 5. Invite your team (optional)

The last step on the setup page is Invite teammates. You can also do it any time from Settings → Users & roles — see Team, roles and WhatsApp. There’s no charge per person.

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What else to set up

You don’t need any of these to start, and you can add them in any order:

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What’s next