Your firm's workspace, in a few minutes

Create the workspace, set your password and two-step sign-in, then import your clients from one Excel workbook. Every filing they owe this year is worked out for you.

1. Tell us your firm's name and your email.
2. Open the email and set your password with the code in it.
3. Set up two-step sign-in with an authenticator app on your phone.
4. Invite your team and import your clients — the checklist guides you.

At the end of the trial choose a plan, or let it lapse: your workspace becomes read-only and your data stays yours to export.