Set up your Firm or Bookkeeping account in 2 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. Account Setup: Click on Login > Sign Up to proceed to the setup page. Here, you'll be prompted to confirm your full name, and business name, and set a password. Before proceeding, ensure to read and agree to the terms of service and privacy policy.
2. Dashboard Welcome: Once your account is set up, you'll be directed to your dashboard. From there you can create client accounts and set-up your company tax accounts for automated tax remittances.
💡Make sure to have yours or your client's tax account and bank account information added before you start scheduling payment schedules.
Check the other articles if you need help setting your account.