> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> From sign-up to your first Co-pilot list

**1. Sign up**

Go to the sign-in page and choose **Sign up**. Enter the business's Greek VAT number (ΑΦΜ) and press **Look up** — TaxLayer finds the registered business. Then your name, email and a password, and **Sign Up**. You're signed in straight away; there's no verification email.

See [Sign up and setup](https://tax-layer.mintlify.site/getting-started/sign-up.md).

**2. Tell TaxLayer what you are**

**Step 1 of 3:** choose **Accounting firm** (you manage many client businesses) or **Business** (you keep the books for one company). This can't be changed later, so pick carefully.

**Step 2 of 3:** tick what you want TaxLayer for. Tick everything if unsure — you can hide pages later from **Settings › Pages**.

**Step 3 of 3:** press **Skip for now**. Connecting an accounting system is part of the Pro plan; you can do it later from **Connections**.

**3. Connect myDATA**

A connect window opens on your first visit. Businesses: on the **myDATA** row press **Connect** and enter the AADE user ID and subscription key. Firms: press **Add your first client** and enter the codes on the client's *Finance & Tax* tab, or **Invite a client** to have them connect their own.

![Connect your clients' sources window](https://mintcdn.com/tax-layer/hJXFtR1rvWaDjMkL/images/connect-your-sources-firm.png?fit=max\&auto=format\&n=hJXFtR1rvWaDjMkL\&q=85\&s=a40860f30aaa33c2bb1ec00843046c9c)

See [Connect myDATA](https://tax-layer.mintlify.site/getting-started/connect-mydata.md).

**4. Upload documents**

Open **Documents** in the sidebar and press **Upload**. Drop in PDFs or photos of invoices and receipts. Each one shows a status as it's read; most reach **Ready** in under a minute.

See [Upload documents](https://tax-layer.mintlify.site/getting-started/upload-documents.md).

**5. Upload a bank statement**

Businesses: open **Bank Transactions** › **Upload Statement**. Firms: open the client › **Bank Transactions** tab. PDF statements from any Greek bank work.

See [Bank statements](https://tax-layer.mintlify.site/getting-started/bank-statements.md).

**6. Open the Co-pilot**

On the Pro plan, **Co-pilot** in the sidebar lists what doesn't match across your sources. On the Free plan you'll see the Home page figures from myDATA, and Co-pilot shows what it would unlock.

See [Understanding the Co-pilot](https://tax-layer.mintlify.site/reconciliation/copilot.md).

> [!NOTE]
>
> Every new account starts on the **Free** plan: 1 client, 1 user, 10 documents in total, 100 AI credits a month. Pro removes the document limit and unlocks Co-pilot, Agents, Connections and reports. See [Plans and billing](https://tax-layer.mintlify.site/account/plans-and-billing.md).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.