Navigation

The main sidebar is split into focused sections so you can move between portfolio workflows without losing context.

Sidebar structure

  • Accounting groups dashboard and accounting-oriented pages.
  • Crypto groups source connections and on-chain review pages.
  • Standalone items link to AI, Reports, Help Center, and Settings.

How Help Center fits in

Use Help Center from the main sidebar to open the documentation workspace. Inside Help Center, the left panel contains a tree menu with topic groups and articles.

Deep links

Each article has its own URL:

/help/overview/welcome
/help/tax-lots/matching-methods

You can refresh the page, use browser back/forward, or share the link with teammates who have access to the app.

Tips for moving faster

  • Use the sidebar to jump to another feature area.
  • Use the Help Center tree to move between related documents.
  • Use Settings when you want to change global app behavior such as timezone or display currency.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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