Borderly Setting Up a Professional Account
Create a tax professional account to start managing clients through Borderly.
Overview
A professional account gives you access to Borderly's professional portal, where you can manage multiple clients, generate reports on their behalf, create verification tokens, and collaborate with your firm.
How to Sign Up
Follow these steps:
Go to borderly.day/signup
Start the sign-up process.
Select "Tax Professional"
Choose the Tax Professional account type on the sign-up page.
Create your account
Enter your email and password, or sign in with Apple.
Complete your professional profile
After signing up, you will be directed to complete your profile. Enter your license number, bar state, firm name, and specialization. Go to Profile in the professional sidebar to update these details at any time.
Next Steps
After setting up your account, you can:
- Wait for clients to share access with you, or invite them directly.
- Create or join a firm for team-based client management.
- Complete your professional profile to build trust with clients.
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