Setting Up Your Account
Complete your profile and configure your firm settings for the best TuskCPA experience
Estimated Time: 10-15 minutes to complete full account setup
Step 1: Complete Your Profile
After signing up, complete your personal profile information:
Required Information
- • Full name
- • Professional title (e.g., CPA, Accountant, Bookkeeper)
- • Email address (verified during signup)
- • Phone number
- • Time zone
Optional Profile Settings
- • Profile photo (recommended for client-facing communications)
- • LinkedIn profile link
- • Professional bio
- • Language preference
- • Email signature
Step 2: Configure Firm Settings
Set up your firm information which appears on client communications, invoices, and the client portal.
Firm Information
- • Firm name
- • Business address
- • Main phone number: +1 (917) 295-7521
- • Website URL
- • Logo upload (recommended: 200x200px PNG with transparent background)
- • Tax ID / EIN (for invoicing)
Business Details
- • Business structure (LLC, Corporation, Partnership, Sole Proprietor)
- • Number of employees
- • Services offered (Tax, Bookkeeping, Advisory, Payroll, etc.)
- • Industries served
- • Operating states/regions
Step 3: Set Up Multi-Factor Authentication
Protect your account with an additional layer of security. MFA is required for all users.
Setting Up MFA (Recommended Method)
- 1. Download an authenticator app (Google Authenticator, Authy, or Microsoft Authenticator)
- 2. Go to Settings → Security → Multi-Factor Authentication
- 3. Click "Set Up Authenticator App"
- 4. Scan the QR code with your authenticator app
- 5. Enter the 6-digit code to verify
- 6. Save your backup codes in a secure location
Important: Save your backup codes in a secure password manager. You'll need them if you lose access to your authenticator app.
Step 4: Configure Notification Preferences
Choose how and when you want to be notified about important events.
Email Notifications
- ✓ New client sign-ups
- ✓ Document uploads from clients
- ✓ Task assignments
- ✓ Upcoming deadlines (daily digest)
- ✓ Payment received notifications
- ✓ System updates and maintenance
In-App Notifications
- ✓ Real-time alerts for urgent items
- ✓ Task completion updates
- ✓ Client messages
- ✓ Workflow status changes
Step 5: Customize Your Workflow Settings
Configure default settings for common tasks to save time.
Default Settings to Configure
- • Fiscal Year: Set your default tax year (Calendar or June 30)
- • Date Format: MM/DD/YYYY or DD/MM/YYYY
- • Currency: Default to USD or other currency
- • Document Storage: Choose file naming conventions
- • Client Portal Branding: Upload logo and choose color scheme
- • Email Templates: Review and customize default templates
Step 6: Add Team Members (Optional)
If you have a team, invite them now so everyone can start using TuskCPA together.
Inviting Team Members
- 1. Go to Settings → Team Members
- 2. Click "Invite Team Member"
- 3. Enter their email address
- 4. Select their role (Admin, Manager, Staff, etc.)
- 5. Choose which clients they can access
- 6. Click "Send Invitation"
They'll receive an email with a setup link. Invitations expire after 7 days.
Step 7: Connect Your Tools (Optional)
Integrate with QuickBooks, Xero, or other accounting software you already use.
Popular integrations to set up now:
- • QuickBooks Online or Desktop
- • Xero
- • Google Drive or Dropbox
- • Gmail or Outlook
- • Payroll providers (ADP, Gusto)
See our Connecting Your Tools guide for detailed instructions.
Verification & Next Steps
✓ Your account is now set up! Here's what to do next:
- 1. Add your first client
- 2. Upload a sample document to test AI extraction
- 3. Create your first workflow automation
- 4. Explore the Dashboard and Reports
- 5. Join our onboarding webinar (optional)
Need Help?
Ready to Add Your First Client?
Follow our step-by-step guide to onboard your first client and start automating.
Quick Start Guide