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Logging in for first time


Accountant and Client users are invited to taxy from an email invitation.

The invitation email contains a link that will take the user to a registration form, with their name and email address pre-populated.

The new user needs to create a password and click the “Register” button. Following that their account will be created and they will be logged in to taxy for the first time, where they will asked if they would like to set up two-factor authentication.