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 Plus home page, click the SIGN UP button.

STEP 2: Start answering the questions by clicking the Check Eligibility button.

We will be asking the following questions:

i. Do you offer accounting or bookkeeping services?

ii. What is your practice type?

iii. How many clients do your practice work with?

We will also require you to share this information:

a. First Name

b. Last Name

c. Email Address

d. Phone number

e. Firm or practice name

f. Firm/Company website

g. City

Don't worry, we keep all information shared with us private and confidential. You can read more on our Privacy Policy.

STEP 3: That's it! After filling out all the questions, our Sales Team will be reaching out to you as soon as possible.

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:

Plus Sign up and Set up

Tax Forms in Plus

Onboard your Clients to Plus: Part 1

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