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Choose the account type that fits you.

Register your tax practice and submit it for verification in one step. Your firm goes live to clients once an admin approves it.

Your account
Firm details
9–15 characters — your CRA Business Number (e.g. 123456789 or 123456789RT0001).
Credential documents

PDF or image (jpg, jpeg, png), max 10 MB each. An admin reviews these to verify your firm.

Create a basic account. Your firm owner then invites you by email to join their firm — there's nothing to verify on your side.

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