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  2. Account Setup

Account Setup

Security

  • Enable two-factor authentication

Workspace Settings

  • How to create a new workspace
  • How to lock your transaction data
  • Setting the correct Timezone & Currency
  • Pegging stable coins to 1 USD
  • Team Management - user permissions & inviting new users
  • Setting up your Cost Basis methodology

Support

  • Quick Start
  • Release Notes

Company

  • Jobs - We are Hiring
  • Back Office - Handbook
  • Terms & Privacy
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