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Signing up your firm

Create a firm account and start your free trial.

If your bookkeeper sent you an invite, you don't need to sign up here. See Accepting your invite instead.

Signing up creates a new firm account with you as its firm admin. Every plan starts with a 14-day free trial, and no credit card is required to begin.

  1. 1

    Go to the registration page and enter your firm's name.

  2. 2

    Enter your own full name.

  3. 3

    Enter your email address. This becomes your sign-in email.

  4. 4

    Choose a password of at least 8 characters, then type it again to confirm.

  5. 5

    Submit the form. You are signed in straight away and land on your firm dashboard, ready to add bookkeepers and clients.

After you sign uplink

From your firm dashboard you can invite bookkeepers to join your firm, and each bookkeeper can then invite their own clients. See What a firm admin can do for the full picture.

Signing in laterlink

After the first time, sign in at the login page with your email address and the password you chose. If you forget it, use Forgot password on that page to have a reset link emailed to you.