Note: For you to be able to register for a Plus account, you must be a firm that offers accounting or bookkeeping services to clients.

STEP 1: On the JuanTax home page, click the SIGN UP FOR FREE button.

STEP 2: Enter the necessary information. Once done, tick the checkbox to agree to the JuanTax Privacy Statement, then click the Sign Up button.

A confirmation email will be sent to the email address you provided during registration.

STEP 3: Click the Verify Email Address button, then you will be redirected back to the JuanTax page where you can continue setting up your account.

STEP 4: Choose the plan that's best for you.

STEP 5: Set up your billing information.

Note: Organization creation won't be permitted until all billing information is completely set up.

Credits can be loaded into your account if you don't have a credit or debit card. Simply select the Credits tab.

STEP 6: After completing the account setup, feel free to reserve a complimentary training session with us by choosing a time slot from our calendar.

That's it! See you around JuanTax. 🥳

Helpful Links:

Logging into JuanTax

Plus Portal

A Guide to the Plus Dashboard

You can also sign up with JuanTax Academy and check out these free courses:

Tax Forms in Plus

Onboard your Clients to Plus: Part 1

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