Getting Started with Everlance for Tax Pros

Everlance for Tax Pros is a 100% free web portal for tax pros to view their clients’ mileage and expense reports. To learn more, check out this Help Center article.

Getting started is easy.

1. Sign up or sign in as a Tax Pro on the web (not the app)

Did a client invite you to be their tax pro on Everlance? If so, accept the invitation in the email you received from Everlance by clicking “View Client’s Reports,” and then sign up or sign in on the next page.

If a client hasn’t invited you yet, sign up or sign in here.

2. After you sign in, go to “Accountants” on the left side of the page

3. Go to “Create Accountant Profile”

Confirm your details, and your profile will appear right inside your clients’ apps - a simple way to promote yourself for free and to keep your clients’ coming back year after year.

4. View or add clients

Here you can view all of clients’ mileage and expense reports.

If a client invited you to be their tax pro, they’ll show up on this list the first time you log in.

To add clients, simply click “Invite Clients.”

5. Inviting new clients

What could be better than saving time and money for yourself and your clients?

Clients can use the free or the premium version of Everlance - whichever works better for them.

To invite clients, start by clicking “Invite Clients” as shown in Step 4.

Then, you have two options:

1. Copy/paste the sample email, or send just the link to your clients
2. Enter your clients’ emails, and we’ll send them an invite link

Each option includes your unique link. When clients sign up with this link, we’ll connect them to you, so you can access their reports in the cloud or in your inbox.

When your clients use Everlance, you save time and money, and they save time and money. So we think you’ll probably want to invite clients.