If a client has invited you to access their TaxTank account, you can accept the invite in a few quick steps.
If you are a new firm
If you don't already have an accounting firm set up in TaxTank, the first invitation allows you to register and create your firm.
Register your account using the link in the invitation email.
Complete the setup of your accounting firm.
Once your firm has been created, you can connect with your client in either of two ways:
Invite the client from your newly created firm, or
Ask your client to send you a new invitation.
Once the new invitation is accepted, the client will be connected to your firm and you can manage their account.
Important: The original invitation cannot be automatically linked to an accounting firm that did not exist when the invitation was sent. Once the firm has been created, a new invitation needs to be sent by either the accounting firm or the client.
If your firm already has an account
Sign in to your existing firm account.
Click Clients in the left navigation.
Open the Client Invites tab.
Find the invite and click Accept.
You can now switch between clients using the dropdown in the top left corner.
If you cannot see the invite, make sure you are logged into the correct firm account or check with your client that the invite was sent to the right email address.