The setup checklist in the portal has eight steps, from getting Chartford Sync to opening your dashboard. You can stop and come back, and it shows progress such as "Reading month 3 of 12".
You can start the checklist on your phone and share its link to the Tally PC. The steps on the Tally PC are: install Chartford Sync, switch on Tally's XML server, pair the PC, and the first sync. The steps in the browser are: choose companies and period, check what was loaded, and open your dashboard.
After the dashboard, optional next steps are your company profile and invoice branding, team members, sales setup, reminders and the daily summary email.