Z-Tax & Accounting (www.ZTaxOnline.com)

For new clients, following is an easy one-time step wise process to receive invite, set up your account and share documents with us by a smart phone or a computer. Kindly Share your email address by a Text/SMS to (214) 699-4790, and follow the simple steps below, or call us at (214) 699-4790 for assistance. Once an account created, you can use the above link to access, view, add, share, e-sign your documents conveniently from anywhere by signing-in with your email address as your login ID/user name and your self generated password. Thank you

Step 1 - Receive an Invite in your Inbox to create an account. If unable to find it, kindly search for Share file or check your bulk folder.

Step 2 - Click on the attached link to create your account

Step 3 - If a change to your name is required, kindly make the required changes

Step 4 - Create a strong password or you can use the system generated password

Step 5 - Once logged in, kindly upload the requested documents either in the specific folder or the general folder

Step 6 - You can create subfolders in your designated account folder to organize and upload selected files to specific folders as an option

Step 7 (Optional)- It is recommended to create a two factor authentication under the settings with your mobile telephone number

Step 8 (Optional) - Step to add the added layer of security to your folder

Step 9 (Optional)- Add your phone number to receive a text whenever you try to login to your account in addition to entering your password.

Step 10 - Upload files from your computer or mobile device/ Smart Phone

Step 11 - Or you can drag / drop the documents to the folder

You can view all the documents by logging in to your account at anytime, and add additional documents as and when needed. If any guidance needed, kindly call 214-699-4790 for assistance.

To E-Sign a Document, kindly follow the easy steps below:

Step 1- Receive a notification to e-sign your document in your Inbox.