When to use this article
You're here because you're either signing up for TaxItEasy for the first time, or your tax advisor / accountant told you to sign up and you want to know what's actually involved. The whole flow is under three minutes. There is no payment step on the Free plan, no card prompt, and no obligation; you can come back later and upgrade or delete the account at any point.
If you're already inside the app and want to add a second company to an existing account, that's a different flow — see companies, users, and roles for the multi-company explanation.
The walk-through
Step 1 — open the registration page
Go to app.taxiteasy.org/register. You'll see two paths side by side: an email + password form, and a Sign in with Google button. Either is fine; they end up at the same place. Google is faster because the email verification step is skipped (Google has already verified you).
Step 2 — enter your details
For the email + password path:
- Use an email address you check often — that's where invoice attachments will eventually be forwarded from, and where we'll send your verification code, billing receipts, and 30-day inactivity reminders.
- Pick a long password. The form rejects weak passwords (under 10 characters, only-numbers, top-1000 dictionary words). We use Argon2id for hashing, but a long passphrase makes that work for you, not against you.
- Tick the GDPR confirmation that you're 16+. Under-16s can't legally consent to data processing under GDPR Article 8 without parental consent, which isn't a flow we support.
For the Google path:
- Click
Sign in with Google, pick your account on Google's consent screen, allow basic profile access (email + name only — we don't request Drive, Calendar, or anything beyond identity). You're redirected back signed-in.
Step 3 — verify your email (email + password path only)
A 6-digit code is sent from [email protected]. Enter it on the verification screen. Codes expire after 15 minutes; click Resend if your code didn't arrive (check spam first — about 3% of users find it in their spam folder on first signup).
If you'd rather skip the code entirely, you can switch to Google sign-in at this point and continue without retyping anything.
Step 4 — the onboarding wizard creates your company
You land in a short wizard that asks:
- Company name — the legal name as it appears on your invoices, or your trading name. You can edit it later from
Settings → Company. - Country — where the company is registered. This only affects VAT-rate suggestions later (so a German Einzelunternehmer gets 19% / 7% defaults, an Irish company gets 23% / 13.5%, and so on). It does not change data residency — all data is stored in Frankfurt regardless of which country you pick. See where is my data stored.
- Base currency — the currency you want totals reported in. EUR by default. If you invoice in multiple currencies, pick your reporting currency; non-base-currency invoices auto-convert at live ECB rates.
Optional fields (you can skip and add later from Settings → Company): VAT ID, registered address, logo for export covers.
For more on what the wizard asks and the reasoning behind each question, see the onboarding wizard explained.
Step 5 — done
You land on the Dashboard with Free plan · 10 documents/month shown at the top. The next steps the app suggests:
- Upload your first document (drag-and-drop, the file picker, or your phone camera). See upload via the web.
- Enable 2FA before doing anything sensitive — see enable 2FA.
- Set up email forwarding so future invoices arrive automatically. See set up email forwarding.
What's included on the Free plan
The Free plan is permanent — it doesn't expire after 14 or 30 days, and it doesn't ask for a credit card up front. Limits:
- 10 documents per month (resets on the 1st of each calendar month)
- 1 GB storage
- 1 user
- Email forwarding via your private
u-<hash>@in.taxiteasy.orgaddress - Full mobile + web access
- AI extraction, vendor learning, custom matching rules (any plan)
If you outgrow it, upgrade is a single click from Settings → Plan. You keep your data; nothing is reset.
Inviting teammates and tax advisors
You don't have to do this on signup, but the option is right there in Settings → Team whenever you want it. Two distinct flows:
- Teammate (same company) — they get the role you assign (Admin / Bookkeeper / Member / Viewer) and share your monthly document quota. The Free plan is limited to 1 user, so you'd be upgrading to Starter or above before adding a teammate.
- Tax advisor (external) — separate flow, separate audit trail, read-only by default, doesn't consume your seat count. See invite your tax advisor. This is the right path for sharing with an accountant or Steuerberater.
Troubleshooting
My verification code didn't arrive. First, check your spam folder (search for [email protected]). About 1 in 30 first-time signups land there because the address has no sender reputation with your inbox yet. If 5 minutes have passed and it's still not there, click Resend on the verification screen — that bumps the throttle window and sends a fresh code.
I want to sign up with Google but my Workspace admin blocked third-party OAuth. Switch to the email + password flow. You're not losing anything; Google sign-in is just a convenience.
I'm signing up for my client (as their tax advisor). Don't. Have the client sign up themselves, then use invite your tax advisor to get access. Signing up on someone else's behalf creates account-ownership ambiguity (you're the GDPR data controller for the account, not them) and can't be cleanly unwound later without a support ticket.
I want to delete the account I just created. Possible at any time from Settings → Account → Delete account. The deletion is GDPR Article 17 ("right to erasure") and is final after a 7-day soft-delete grace period. See delete your account and export your data for the full export-then-delete flow.
I created two companies and want to merge them. Not self-service yet — write to [email protected] with both company IDs (visible in Settings → Company → ID). Merging needs a manual data-migration on our side.
Related
- Enable 2FA — first thing to do after signup
- The onboarding wizard explained — what each wizard question changes
- Companies, users, and roles — multi-company + team explained
- Upload via the web — your first document