Signing in
- Sign in with Google, Microsoft, an emailed link, or a password.
- Emailed links work once and expire after 20 minutes. If several were sent, use the newest.
- After too many wrong passwords, sign-in pauses for 15 minutes for that address.
- Lost access? Ask your firm's admin to check your user in Firm settings → Users, or ask for help here and we'll email you a fresh sign-in link.
More guides: Getting started · Get clients from the Find a CPA directory · What to upload · Working the open items · Print the tax file (for preparers who work on paper) · The client email (PBC list)