Account Management
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      How to set up my account

      Set Up your account in 3 simple steps.

      Get started with TaxPay to automate your tax schedules and eliminate manual tasks. Here's a guide to help you streamline your tax experience.

      1. Email Confirmation: Look out for an email from TaxPay in your inbox.
      Client TaxPay Invite (1)

      2. Account Setup: Click on the link provided in the email to proceed to the setup page. Here, you'll be prompted to confirm your full name, and business name (if applicable), and set a password. Before proceeding, ensure to read and agree to the terms of service and privacy policy.

      3. Dashboard Welcome: Once your account is set up, you'll be directed to your dashboard. Follow the steps provided to successfully automate your tax payments.


      💡Make sure to have your tax account and bank account information added before you start setting up or approving payment schedules.

      Check the other articles if you need help setting your account.