Using the Middesk Dashboard
How to add users on my team to Middesk?
In order to add users or edit teammates, you'll first want to access the "Team" page. To locate this page you will need to log into the Middesk dashb...
How to update billing information
To update your billing information, you will need to navigate to the “Billing” section of the dashboard, which can be accessed via the left-hand dropd...
How to update your primary business address
To update your business’s primary address, you can do so by logging into your Middesk dashboard at agent.middesk.com and then navigating to the “Edi...
Middesk Dashboard Tour
The Middesk dashboard is an all-in-one management tool, so we encourage you to familiarize yourself with what it can do to streamline your registratio...
Communications Section Overview
The communications section is where you will find all correspondence that is sent to you by state government/tax agencies and is managed by Middesk on...
Understanding Registration Statuses
When checking the status of your registrations that have been submitted to Middesk, there are multiple tags that our team uses to convey the current s...
How to Update Business’s Owner/Officer Information
To update your business’s owner or officer information, you can do so by logging into your Middesk dashboard at agent.middesk.com and then navigatin...
How to update the contact on your Middesk account
The “contact” on your Middesk account will be the individual from your organization listed on the registration as the contact of the business. This in...
How to manage multiple businesses from one account?
In order to manage multiple businesses from one account, Middesk users will make use of the Entities page, which can be accessed via the lefthand dr...