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Signing up on Taxbotic as a Client
Signing up on Taxbotic as a Client

This guide talks about how to signup on Taxbotic as a client.

Nitin avatar
Written by Nitin
Updated over a week ago

To get started on Taxbotic as a client, you will need an invite from your accountant. If you already received an invite, here are the steps to get started.

  1. Open the email received from your accountant and copy the code shared. It should be visible in green colour font. This is a security code and you cannot signup without it.

  2. Next, click on the sign me up button and you will be directed to a sign-up screen as shown in the snip below. Note that your name and email address will be prefilled. You cannot change these. If something is incorrect, reach out to your accountant.

  3. Enter the security code received in the email and set up a password. Once done, click on "Sign up". That is all. You are now ready to log into your client portal.

  4. Go to the log-in page and enter your credentials to log in. Once logged in, you will see pending returns on the dashboard. Click on "Get Started" to start prepping information for your accountant.

๐Ÿ’ก Tip

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