Tax Planner Pro

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

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

<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"

You will notice the URL will say "accountant" when in this portal

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

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