Getting Started

Signing in: CPA vs Client portal

There are two separate entry points. Picking the right one depends on the user account you were issued.

4 min readUpdated 20 March 2026

CPA firm members#

Use the main sign-in page at /login. After authentication you land on your CPA office dashboard at /{your-cpa-office}/dashboard. If your account has access to multiple CPA offices you will be asked to pick one.

Client users#

Use the Client Portal sign-in at /cp/login. New client users receive an email with a setup-password link the first time they are added by the CPA firm.

Wrong portal? You will be redirected

If a CPA user opens /cp/login (or vice versa), the platform automatically routes them to the correct dashboard — no need to remember the URL precisely.

Forgot your password?#

  1. 1Click "Forgot password" on the relevant sign-in page.
  2. 2Enter the email registered with your account.
  3. 3Check your inbox for the reset link (valid for 24 hours).
  4. 4Set a new password, then sign in normally.

Single sign-on (SSO)

CPA offices on Enterprise plans can enable Microsoft / Google SSO from CPA Office Settings → Security → Identity provider. Once enabled, members sign in with their work account and password rotation policies are inherited.