How Do I Create an Account with Greenback?

Creating your Greenback account is quick and secure. Here’s how it works:

1. Fill Out the Get Started Form
Start by filling out this short form to let us know you’re ready to begin. Whether you have questions about our services or you’re ready to file, we’re here to help.

2. Set Your Password
After you submit the form, you’ll receive an email from your Customer Champion with a link to set your secure password. This officially creates your Greenback Tax Companion account.

3. Confirm Your Email Address
If you’re new to Greenback, look for a confirmation email and click the “Confirm My Email Address” button to verify your account.

4. Enter Your Tax Information
Once you’ve logged in, select “Click Here to Get Started With Your Accountant” to begin the interactive questionnaire. It’s designed to ask only the questions relevant to your specific situation, saving you time and effort.

That’s it—no credit-card details or commitments required. When you’re ready, your accountant will guide you through the next steps, including questionnaires, document uploads, and transparent pricing before any work begins.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!