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
Register your firm account using the link in the invite email.
Once you have registered and signed in, 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 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.