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Account Setup

Set up your TidalForms workspace for your team. This guide covers account creation, inviting team members, configuring defaults, and verifying your workspace is ready for document processing.

Create your account​

Create a TidalForms account at /auth/sign-up. The Create Firm Account option is unchecked by default.

If you're the first user at your firm:

  1. Open /auth/sign-up, check Create Firm Account, and enter your firm name
  2. Submit the registration form; the firm is created during signup and you are recorded as its Admin
  3. Verify the email sent to you
  4. Sign in after verification to access the firm workspace

Email verification gates protected product access and any eligible signup-bonus processing; it does not create the firm.

If you leave Create Firm Account unchecked:

Your account is created as an individual Preparer account, not a firm administrator. A personal firm record is created during that same signup transaction; email verification still gates protected access and does not create it.

Team-invitation records​

For an existing firm, an administrator can create a pending team-invitation record with an email address and either a Preparer or Reviewer role. The current product records that pending status; it does not document automated email delivery, an invitation-link acceptance flow, or automatic account provisioning.

These records are existing-firm administration data, not public signup invites. The retired public signup-invite flow is separate, and people can create accounts directly at /auth/sign-up.

Configure workspace defaults​

Workspace defaults apply to all documents processed in your firm's workspace. Configure these before uploading your first batch of documents.

To access workspace settings:

  1. Navigate to Settings from the sidebar
  2. Review and configure the following:
SettingDescription
Default export formatChoose CSV, Excel, or JSON for generated exports
Confidence thresholdSet the minimum OCR confidence score for auto-approval
Notification preferencesConfigure email alerts for processing completion
Tax yearSet the current tax year for document classification

Recommended initial settings:

  • Set confidence threshold to 85% to balance automation with accuracy
  • Enable email notifications for export completion
  • Verify the tax year matches your current processing cycle

You can adjust these settings at any time, but changes only apply to documents processed after the update.

Readiness checklist​

Complete this checklist before uploading your first batch of documents.

  • First administrator account created and email verified
  • Password set and can log in successfully
  • Any pending team invitation records have been reviewed in Team Management
  • Workspace defaults configured (export format, confidence threshold)
  • Tax year setting matches your current processing cycle
  • Email notifications enabled for your account
  • Dashboard loads without errors

Once all items are checked, your workspace is ready for document processing.

Next steps​

Ready to start processing documents?