> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up your organization on Lemma and open your first bank account.

## Create your account

<Steps>
  <Step title="Sign up">
    Go to [app.getlemma.com](https://app.getlemma.com) and create an account with
    your email address.
  </Step>

  <Step title="Set up your organization">
    Complete the onboarding form with your practice's details: **business profile** (legal name, EIN, website, state of incorporation, organization type), **control person** (principal officer's name, title, date of birth, address), **beneficial owners** (anyone with more than 25% ownership stake), and **identity verification** (government-issued ID, front and back).

    <Note>This information is required for regulatory compliance (Know Your Business). Your data is encrypted and stored securely.</Note>
  </Step>

  <Step title="Accept the terms of service">
    Review and accept the terms of service to submit your application.
  </Step>

  <Step title="Get approved">
    Most entities are approved within a few hours so you can start using your
    account right away. In some cases, our banking partners are unable to verify
    your identity from your tax ID alone — if that happens, we'll reach out to
    request a scan of your government-issued ID.
  </Step>
</Steps>

## Explore your dashboard

Once approved, you'll land on your dashboard where you can:

* View your account balance
* See recent transactions
* [Send your first payment](/guides/move-money)
* [Set up your lockbox](/guides/lockbox) to receive checks
* [Invite team members](/guides/team-management) to your organization