Sign-up to LodgeiT through this link and save the URL for easy access.
Click here to learn how to use QBO Credentials to Sign-in to LodgeiT.
Click here to watch the video on how to get started as tax agent.
Make sure to select the correct entity type as "Company"
Then proceed and update other details.
Note that you need to set-up "Signatory" details
LodgeiT Account holder is set-up under "Mary Pty Ltd"
Note that in Set-up "Mary Doe" was said to be the Signatory of "Mary Pty Ltd", LodgeiT automatically added "Mary Doe" as a CLIENT.
(Visit this guide if your tax practice operates as an "Individual")