Sign in to the CPA dashboard.

Enter your CPA email address below and we will send you a secure sign-in link.

Access rule

Tax clients should not use this page. Client document delivery happens through the secure upload code sent by YZ CPA.

Magic link sign-in

Keep the CPA dashboard separate from client upload links.

Staff sign-in should always begin here. Clients should only use the upload code sent for their return.

Enter the CPA email address that should access the internal dashboard.
Open the secure sign-in link sent to that inbox.
After sign-in, create client records and send secure upload links to tax clients.

Operational note

For CPA staff

Use this dashboard to create clients, generate upload links, and review incoming documents.

For tax clients

Send them to the main upload home, not this login screen. They only need the secure upload code.