Skip to main content

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​

Your TidalForms account is created when you first sign up or when your firm administrator adds you to an existing workspace.

If you're the first user at your firm:

  1. Contact your TidalForms account manager to receive your signup invitation
  2. Follow the link in the invitation email to create your account
  3. Set your password and verify your email address
  4. Your workspace is created automatically with you as the administrator

If you're joining an existing firm workspace:

  1. Check your email for an invitation from TidalForms
  2. Click the invitation link to accept and create your login
  3. Set your password and verify your email
  4. You'll be added to your firm's workspace with the role assigned by your administrator

After logging in, you'll land on the dashboard where you can access documents, review queues, and export features based on your assigned role.

Invite your team​

As a firm administrator, you can invite team members to join your workspace and assign them appropriate roles.

To invite a team member:

  1. Navigate to Settings from the sidebar
  2. Select Team Management or Users
  3. Click Invite User or Add Team Member
  4. Enter the team member's email address
  5. Select their role:
    • Admin: Full access to all features, team management, and billing
    • Reviewer: Can review and edit documents in the Review Hub
    • Preparer: Can upload documents and submit for processing
  6. Click Send Invitation

The invited user receives an email with a link to create their account and join your workspace.

Team invitation tips:

  • Invite all team members before your first document upload cycle to ensure proper access
  • Assign the minimum role needed for each user's responsibilities
  • Administrators can modify roles or remove users at any time from Team Management

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.

Stripe Billing​

Firm administrators manage payment and billing through the Stripe billing portal.

To manage your payment method:

  1. Navigate to Settings from the sidebar
  2. Select Billing or Payment Settings
  3. Click Manage Payment Method to open the Stripe portal
  4. Add or update your credit card information

To view invoices and receipts:

  1. Go to Settings > Billing
  2. Click View Invoices to access your billing history
  3. Download receipts or past invoices as needed

Only users with the Admin role can access billing settings. Contact your firm administrator if you need a copy of an invoice.

Readiness checklist​

Complete this checklist before uploading your first batch of documents.

  • Account created and email verified
  • Password set and can log in successfully
  • Team members invited with appropriate roles
  • All invited team members have accepted and can log in
  • 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?