Set up your firm

Create your account

Open Sign up in the accountant portal. Enter your name, your firm’s name, your email address and a password.

Confirm your email address and follow the steps to set up two-factor authentication with an authenticator app. Each portal user sets this up for their own account.

Complete your firm details

Go to Settings → Company. Check your firm’s name, address, Chamber of Commerce (KvK) number and VAT number. These details are used for your firm, including invitations and billing.

These are your firm’s details. You enter a client’s company details when you invite that client.

Bring your team on board

An administrator can invite colleagues from Settings → Team. Give each colleague their own account. See Invite your colleagues for the steps and role selection.

You can then invite your first client.

Choose the portal language

Use the flag button in the header to switch between Dutch and English. This changes the portal interface; it does not translate the contents of client documents or messages.