Lineage.
For tax professionals
New firm ยท 3-client pilot

Set up your firm

Two minutes. Create the firm, verify your email, add an authenticator โ€” then upload three prior-year returns and watch the expectation registry build itself.

If your work email is ever locked, this is the inbox where we send a copy of your 8 single-use recovery codes when you set up two-factor. We never send a sign-in code here.

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No card required. You only pay for clients whose registries we maintain.