Getting started
Sign up, verify your email, set up two-factor authentication, understand the role model, and use the onboarding wizard.
How do I sign up and add my company?
Open app.taxiteasy.org/register, sign up with email + password (or sign in with Google or Apple), verify the 6-digit code emailed to you, then create your first company in the onboarding wizard. No credit card. You land on the Free plan with 10 documents per month.
How do I enable two-factor authentication?
Settings → Security → Two-Factor Authentication. Click Enable, scan the QR code with any TOTP-compatible authenticator (Google Authenticator, 1Password, Authy, Microsoft Authenticator), enter the 6-digit code to confirm, then save the 10 backup codes somewhere safe. 2FA is free on every plan, including Free.
Companies, users, and roles — how they fit together
A user can belong to multiple companies, each with its own data. Within a company every member has exactly one of five roles (Owner, Admin, Bookkeeper, Member, Viewer) that controls what they can see and do. Tax advisors are a separate external invite with bounded, audited review access — not a team role, and never a seat.
What the onboarding wizard asks (and why)
Five steps: confirm your email with a 6-digit code, create your company (name, country, legal form), optionally connect an email inbox, optionally invite your tax advisor, and see your first invoice land. Every step after the company is skippable, and every field is editable later in Settings — the wizard is short because every field is a chance to drop off.
Sign in with Apple or Google
Sign in with Apple and Sign in with Google are both available on web and in the mobile apps. We receive only your basic identity (email, name) — never your password or any other provider data. If a TaxItEasy account already exists under the same verified email, the sign-in links to it; the first link triggers a security email. 2FA still applies after social sign-in.