Browse the knowledge base

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), 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 → Account → 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 8 recovery 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, read-only invite — not a team role.
What the onboarding wizard asks (and why)
Four steps: confirm your email with a 6-digit code, name your company, pick country and base currency, optionally invite teammates or your tax advisor. Each step takes 5–30 seconds. Every field is editable later in Settings — the wizard is short because every field is a chance to drop off.
Using Sign in with Google
Click Sign in with Google on the login or register screen. You consent to share your email address only; we never get your password, Drive, contacts, or anything else. You can mix Google sign-in with a password on the same account and switch freely. 2FA still applies after Google sign-in.

Looking for something else? Browse all 8 topics · or write to [email protected].