CT
Compliance Tracker
First-run setup — publisher only
This setup runs only ONCE for the publisher firm (PINNEX).
All subscriber firms are provisioned by Pinnex via the
Manage Firms
admin UI. If you are a subscriber, contact
pinnextax@gmail.com
to have your firm provisioned.
1
Firm Details
Firm name
*
Please enter your firm name.
Firm email
*
Daily and weekly digest reports are sent to this address.
Please enter a valid email address.
2
License Key
License key
*
Validate
Your license key is in the purchase confirmation email.
Please enter and validate your license key.
3
Admin Account
Username
*
Username is required.
Password
*
Password must be at least 8 characters.
Confirm password
*
Passwords do not match.
4
Optional Settings
Google Drive folder ID
The folder ID from the Drive URL for your clients' documents root. Can be set later.
Server port
Port this tracker listens on (default 3010).
Complete Setup →