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Get to your first action
in five minutes.

We saved your role at sign-up. The first screen shows the six things you can ship today, ordered for what you do. Executive Directors see strategic options first. Development Directors see donor and grant tiles. Operations Managers see finance and compliance tiles. Pick one and start.

6
First-action tiles
3
Role tracks
0
Blocking pop-ups

Personalized to your role.

When you pick Executive Director, Development Director, or Operations Manager at sign-up, TappHQ records your role and uses it to order the first-action tiles. The tile most likely to matter for your role appears first. You can change your role any time from Settings.

Executive Director

Sees financial health, compliance status, and strategic planning tiles first. Tiles link to FinanceHQ, ComplianceHQ, and the org profile setup flow.

Development Director

Sees grant prospecting and donor pipeline tiles first. Tiles link to GrantsHQ prospecting, donor pipeline, and content library for fundraising copy.

Operations Manager

Sees compliance tracking and financial review tiles first. Tiles link to credential tracking, finance benchmarks, and the org profile completion flow.

First action, not first form.

Most platforms start with a 40-question setup wizard before you can see anything real. TappHQ gives you a working screen in five minutes. Each tile estimates how long it takes and links directly to the right feature. The org profile setup is one of the six options, not a prerequisite for everything else.

Find grants we could win

Match grant opportunities to your org profile and see win-rate signals before you invest the time. About 2 minutes.

Check your website health

Drop in your URL. We scan accessibility, speed, SEO, uptime, and security in about two minutes and surface the fixes worth prioritizing.

Track compliance deadlines

Add filings, insurance, and licenses. We track deadlines and send reminders 30, 14, and 7 days out. About 5 minutes.

Set up brand and content

Set your brand voice, logo, and colors. Ask TappIQ generates newsletters, social posts, and donor emails in your voice. About 10 minutes.

Review financial health

Pull your 990, score your financial health against peers in your sector and budget range, and flag risk. About 5 minutes.

Complete your org profile

Walk through full organization details to unlock tailored grants, benchmarks, and reports. About 10 minutes. Optional until you need the tailored outputs.

Role picker. Audience tiles. One screen.

If you signed up without selecting a role, the Welcome screen shows a role prompt above the tile grid. Pick your role once and the tile order updates immediately. No page reload, no new account setup. Your role is saved to your profile and to the setup checklist that appears on every dashboard page until you complete key actions.

Smart tile ordering

Each tile is matched to the roles it fits best, drawn from a library of 16 common nonprofit roles. Tiles that don't match your role appear lower in the grid, not hidden. Every tile is always accessible.

Platform-admin overrides

Platform admins can edit tile titles, descriptions, destinations, role matching, and order from the Welcome Tiles admin settings. Changes apply to all new users immediately.

Org-level overrides

Organization admins can override the platform defaults for their org at Settings → Welcome Tiles. Their members see the org-customized tiles; other orgs see the platform defaults.

How this connects to the rest of TappHQ.

The Welcome screen is the entry point to the platform, not a one-time welcome gate. Each tile routes to a specific HQ module where your work continues. Completing actions unlocks setup checklist items that track your org's readiness across the platform.

GrantsHQ

The "find grants" tile opens GrantsHQ prospecting and surfaces AI-assisted prospecting guidance even before your full org profile is complete.

SiteHQ

The "website health" tile routes to SiteHQ monitoring setup. A single URL scan gives Development Directors a concrete first deliverable within minutes of sign-up.

ComplianceHQ

The "compliance tracking" tile opens credential tracking and prioritizes the most common filing types for new organizations.

ContentHQ

The "brand and content" tile routes to the Brand Library (visual identity setup, available on Free). Once a brand voice is set, Ask TappIQ uses it across grant writing, donor acknowledgment, and social posts. The Content Library (Starter+) then surfaces every draft, package, and document the team produces in one cross-HQ browse.

FinanceHQ

The "financial health" tile opens the finance overview and prompts 990 import and peer benchmarking before manual data entry.

Setup Checklist

Completing any Welcome tile action marks the corresponding checklist item. The progress bar at the top of each dashboard page tracks completion and closes when all items are done.

Common questions.

Ready to start with a screen that knows what you do?

Sign up free and get to your first action in five minutes. No credit card required.