Concierge onboarding
Request an invitation for your firm
Every firm on CPA Relay is provisioned with its own dedicated web address
(app.cparelay.com/your-firm). Tell us a little about your practice—how many
seats you need and what part of your workflow hurts most—and we will set up your account.
What happens next?
Direct setup by our team
You won't be routed to a high-pressure sales rep. An engineer on our team will review your note, provision your firm's URL slug, and email your Admin sign-in invitation.
Support & privacy
Existing firm support
Account questions, seat increases, or data requests: [email protected].
Read our privacy policy