- Click the View button in the invitation email. The subject of the email will be A Ledgible Tax Preparer Has Added You.
- Create a Ledgible Tax Pro user account using the invited email address. Enter the desired password in both password fields, then click Create Your Account. Alternatively, you can choose the Sign Up With Google or Sign Up With Facebook buttons near the top if those accounts are associated with the invited email address.
- Verify your email address by clicking the Verify button in the email that is sent with the subject Please Verify Your Email.
- Once the verification email link is clicked and you log in, your account is active and linked to the Tax Pro account that invited you.
If the team member tries to accept the invite more than 24 hours after it was sent, they will receive an Invalid Signup Token error and will not be able to proceed. The tax preparer that invited them will need to resend the invite, which will send a new email link that is good for 24 hours.
If the invited team member does not receive the invite, they should add firstname.lastname@example.org to their allowed email address list and check their Spam folder in case the message was misrouted.