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Set Up eFileBuddy for Accountants

Learn how to efficiently set up eFileBuddy with this comprehensive guide.

 

It's as easy as 1, 2, 3! 

 

1. Click on the Sign Up Free button, add your email and set a password.

 

2. Verify your email. Keep an eye out for the verification emailcheck your promotions and spam folders too.

 

3. Enter your information  (company name and business email) and click on Go to eFileBuddy

 

Your account has been created and your dashboard is ready to roll! You can now start adding your clients and their contractors.

 

Below is a short tutorial to give you a better idea of how the process works. 

 

Walkthrough Tutorial - Accountant Creates Account