Signing In

The portal uses Clerk for secure sign-in — there’s no separate password to remember if you sign in with a linked Google or Microsoft account.

First time signing in

1. Get to the sign-in page in one of two ways:

   • If your accountant sent you an invitation email, open it and click Accept invite.
   • Otherwise, go to the portal sign-in page and click Sign up at the bottom of the card.

   

2. Choose how you’d like to sign in:

   • Google or Microsoft — quickest, no password to set
   • Email + password — set a password you’ll use going forward

3. Verify your email address if prompted.

4. You’ll land on the portal — if you’re a new client, you’ll then be guided through onboarding.

Signing in later

Visit the portal sign-in page and use the same method you chose during sign-up.

Trouble signing in?

• “Email not recognized” — make sure you’re using the exact address your firm has on file.
• Didn’t get an invitation email? You can still sign up directly using the Sign up link on the sign-in page, or ask your accountant to resend the invite.
• Locked out — use the “Forgot password” link, or reach out to your accounting team.