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.
- 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.
- Once you have the invite email, copy the invite code in the box.
- In the left menu click Home and My Clients to go to your client list page.
- Click the Add New Client button.
- Paste your invite code into the text box that opens and click Save
- Your client will now appear in the list below. Your client's account is now linked.
- Click the Login button next to your client's name to log into their portal.