Tax Planner Pro

Client portal- This is the portal for the clients of Bookkeeper/CPA level subscribers.

<code>If you want to give your clients access this is the portal you would direct them to login at.</code>

<a href="https://app.taxplannerpro.com/users/sign_in" rel="nofollow noopener noreferrer" target="_blank">https://app.taxplannerpro.com/users/sign_in</a>

Bookkeeper/CPA portal- This is where users with annual BK/CPA and Lifetime plans would login to manage their client lists.

<a href="https://accountant.taxplannerpro.com/users/sign_in" rel="nofollow noopener noreferrer" target="_blank">https://accountant.taxplannerpro.com/users/sign_in</a>

How to find the login landing pages from the website:

Bookkeeper/CPA portal- From the homepage click "Sign in"

<code>You will notice the URL will say "accountant" when in this portal</code>

Client portals- From the homepage scroll to the footer at the bottom and click "Pro Version Login"

Where your clients log in is different than where you login

Client Portals vs Bookkeeper/CPA Portals

Suggest a Feature

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you