How do I get CPA access to my client?


Getting into your client's portal has never been more straightforward. Follow the steps below to add your client.


  1. Your client starts the process by sending you an invite code. If you haven't already received one, send them to this help document so they can invite you.
  2. Once you have the invite email, copy the invite code in the box.
  3. In the left menu click Home and My Clients to go to your client list page.
  4. Click the Add New Client button.
  5. Paste your invite code into the text box that opens and click Save
  6. Your client will now appear in the list below. Your client's account is now linked.
  7. Click the Login button next to your client's name to log into their portal.
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