Accountant Login

Opening your accountant portal.

Create or open your accountant login.

Accountant access

Email, password, and a short setup flow.

Secure

Simple setup

Open your accountant portal free for 14 days.

Create your accountant login and start with 14 days free. Add payment before the trial ends to keep client portals live.

A

Your client portal

Setup

Guided setup

First few minutes

1
Make your login
Use the email you want for running client portals.
2
Put your name on it
Use the practice name your clients already know.
3
Use the free trial
You get 14 days before a paid subscription is needed.
4
Add your first client
Start with one real client company, not a big setup job.
5
Send the login
They get one branded login and know exactly where to go.

Create your accountant account

Use your practice email and choose a password. No paid subscription is needed today.

14-day free trial