Set Up eFileBuddy for your Clients
Learn how to efficiently set up eFileBuddy with this comprehensive guide.
It couldn't be simpler!
1. You receive an email invite from your accountant. Login to eFileBuddy with the email and password sent to you. Be sure to set a new password after the first login.
2. Verify your email. Keep an eye out for the verification email—check your promotions and spam folders too.
3. Enter your personal information (name, phone, address, etc.) and click on the Continue button.
Your account has been activated and your dashboard is ready to roll! You can now start adding your contractor's information.
Below is a short tutorial to give you a better idea of how the process works.
Walkthrough Tutorial - Payor Client Account Activation