You've just got access and want the lay of the land.
Rhodes reads documents you send it, files each one against the right entity, and keeps track of what your structure looks like and what's due. Seven places do the work.
| Home | Everything waiting on you, plus what's already been done. Start here. |
| Entities | Your LLCs, trusts, funds and people, and every record filed under each. |
| Investments | Positions, contributions and distributions across entities. |
| Documents | Everything filed, searchable and grouped by category, and the documents you're still waiting for. |
| Compliance | Filings and deadlines by entity and jurisdiction. |
| People | Outside individuals, firms and providers. Not your own entities — those live under Entities. |
| Secure shares | Every secure share your organization has sent, and shares waiting for approval. |
Two more things sit outside the navigation.
Chat opens from the ✦ button at the bottom right of any page, and it is usually the fastest way to get something done. It can answer questions about your structure and it can make changes — create an entity, refile a document, record a transaction, fix a name. Asking is often quicker than finding the right screen, and it's the first thing worth trying.
Nothing is written until you approve it: chat shows you a card describing exactly what it will do, and waits.
Processing shows documents currently being read. You reach it from Home or the notification bell.
Get help, in the sidebar, the top bar and your account menu, opens a support request to the Rhodes team.