Sign in to your accountant's portal

Your accountant’s portal is called BMS for Clients. Your firm sends you its address, usually in an invitation email or a request email; the page carries your firm’s name or logo at the top.

Before you start

You can only sign in once your firm has invited you. If you have never had an email from your firm about the portal, ask your accountant to invite you.

Sign in with your password

1. Open the portal address your firm gave you. The page opens on Email and Password.

   

   The sign-in page: email and password first, then the two other ways in.

2. Type the email address your firm invited, then your password.

3. Press Sign in. You land on your Home page.

Sign in without a password

1. On the sign-in page, press Email me a sign-in link (4). The form changes to ask only for your email address.

2. Type your email address and send the request. An email with a sign-in link arrives in your inbox.

3. Open the email and press its link. You are signed in; the link works once.

The first time: create your account

1. Press Create an account under “First time here?” (5). The password field changes to Choose a password.

2. Type the email address your firm invited and choose a password.

3. Press the button to finish. You are signed in, and from now on you can sign in with that password.

Tip

Forgot your password? Press Forgot Password? on the sign-in page, or use Email me a sign-in link and set a new password from Account settings.

If your firm asks for more

Some firms only allow sign-in links, and some ask for a code from an authenticator app after your password. The sign-in page shows only the ways your firm allows. See Account settings to set up a code.

The sign-in page also works on a phone:

On a phone the page is one column; the steps are the same.