- You should have received an email from your accountant inviting you to the portal - The email contains a unique magic link that signs you in (you don't need a password) - The magic link works for 24 hours — if it expires, just ask your accountant to resend

- Open the email from your accountant — look for the "Open My Portal" or similar button - Click the magic link — it opens directly in your browser, signed in - You'll see your firm's branded portal with your accountant's logo and colors - For first-time mobile setup: download the app from the App Store / Google Play, open it, click the magic link from your email — it routes into the app - Set up biometric login (Face ID / Touch ID / fingerprint) so you don't need to click email links every time - That's it — you're in

- You don't have a password — magic links + biometric replace the need - Each magic link is single-use — use it within 24 hours of receipt - Your portal looks like your accountant's brand, not a generic platform - Whatever your accountant has shared with you (engagements, documents, invoices, requests) is here

- Magic link says "expired": just ask your accountant to resend (it's one click for them) - Email is in spam: whitelist the sender so future emails arrive in your inbox - Mobile app shows wrong firm: uninstall and reinstall, then click your magic link freshly

- Uploading documents - Completing the tax organizer - Paying invoices online