Crank help center / product guides
Find the exact step that keeps the request moving.
Learn how to set up your workspace, manage clients, create document requests, review uploads, reply to questions, and deliver approved files.
01Set up the workspace
02Create and send requests
03Review client responses
04Deliver approved files
Getting Started
4 guidesStart here: how CrankHQ works
A plain-language overview of the main CrankHQ workflow.
Set up your workspace
Complete the initial workspace setup before sending your first client request.
Read the month-end close dashboard
Understand the dashboard cards and follow-up sections.
Choose a storage preference during workspace setup
Understand the storage choice shown during initial workspace setup.