Unique Sign Up Link

The unique signup link allows clients to directly register with your firm, and gives you flexibility to have jobs automatically assigned to certain preparers.

There are two types of unique signup links:

  1. Firm link (e.g., www.taxaroo.com/invite/yourfirmname)
    As clients sign up via the firm's link, they are added to the Jobs Queue and need to be assigned.
  2. Personal link (e.g., www.taxaroo.com/invite/yourfirmname/taxpro)As clients sign up via a team member's personal link, they'll automatically be assigned to that team member.