By the end of this page you will have an account, a profile and, if you want one, a company with a first report under way. Your progress is saved, so you can stop and come back at any step.
If someone sent you a link to a report or an invitation, use that link. After you sign in or create an account, you go straight to what was shared, and you can skip the rest of this page until you need it.
Sign up
Enter your email on sureshake.com and choose Start building your track record, then finish signing up in the window that opens. You can also go to the sign-in page, choose Open secure sign-in and pick from the methods shown.
Go through onboarding
New accounts land in onboarding, which has four stages: Profile, Company, Connect ledger and First report.
Tell us about you
Enter your Full name, Work email and Relationship to the company. Role is optional. Choose Continue.
Add your company
Enter your Company name or Website, then choose Generate draft to have Sureshake draft the rest from public sources. Confirm or correct each field, or fill them in yourself. The company needs six: Company name, Website, HQ location, Industry (SIC), Employees and Description. When they look right, choose Accept and create company.
Nothing is published until you accept. Use Save and finish later to keep a draft. If you are here only to read reports, choose I don’t have a company and add one later.
Connect your ledger
Choose Connect accounting to connect QuickBooks or NetSuite, so your first report is drafted from your books. The first sync usually takes a few minutes, and you can leave the page while it runs. To report from uploaded statements instead, choose Skip for now. You can connect a ledger later.
Start your first report
Choose Start first report, or Choose report profile to set what Reporter produces first. The report stays a draft until you publish it. See Reporting for the rest of the process.
When you finish, the page says You’re set up and links to your dashboard.
Set up your profile
Your profile is a public listing at sureshake.com/p/your-address. Saving the first onboarding step creates it. You edit it on the listing itself, and changes appear to visitors immediately. Who can open a report is set on each report, not here.
Open your listing
Open the account menu in the header and choose Profile.
Edit the basics
Choose Edit profile. You can change your Full name, Profile address, Title, Company, Location, Website, LinkedIn, GitHub and Twitter / X.
Say who you are
Tagline is the one line under your name. About is a longer introduction with its own section.
Add your history
Use Add role, Add education, Add skill and Add item (for your Brag Book) on the listing. Import from a resume can fill in some of this for you.
Add a cover image
Choose Change cover on the banner to upload a JPEG, PNG, GIF or WebP image of up to 5 MiB. Remove cover clears the banner and leaves your portrait as it is.
The More menu
Every person’s listing has a More menu:
- About this member shows when the account joined, when its contact details and profile photo last changed, and the verifications recorded for it. Nothing there is inferred, and an account with no verifications says so.
- Copy profile link copies the address of the listing.
- Send profile in a message puts the link in a direct message to someone you pick, with your note.
- Save as PDF opens your browser’s print dialog for the listing.
Next
Go to Choose your path for the guide that fits what you came to do, or Your workspace to learn your way around.