Staff sign in

Access the tax case workflow dashboard

Use your firm email and the password you created when you set up your account. Invited for the first time? Tap Create your account below — you'll set your own password and verify it by email, then land in the staff portal.
invited? set your password

Staff access is approved by an administrator's invitation. Invited? Use Create your account below with the email you were invited at — your access is activated automatically.