Set Up eFileBuddy for 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—check your primary inbox and spam folder too. Enter your personal
information; name, phone, address, etc. Click the Continue button.
3. You have now activated your account and can begin adding your contractors information.
Your dashboard is ready to roll!
Below is a short Tutorial to give you a better idea of how the process works.
Walkthrough Tutorial - Payor Client Account Activation