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How do I create an MYOB account?

When you receive your invitation to connect with your advisor, you'll have the choice to log in using an MYOB account or a Google login.

If you choose to use an MYOB account but don’t have one yet, you can create one from the portal login page.

  1. On the login page, click the green Sign up button, or if the Don’t have an account? message appears, click the Sign up hyperlink.
    You'll be directed to a Sign up to MYOB page.
  2. Enter your email address.
  3. Enter a password.
  4. Click Sign up.
  5. Return to the portal login page.
  6. Click Sign in and then enter the details for the MYOB account you've just created.
Why don't I see anything when I log into my portal?
When you first access your collaborative portal, the Tasks page is displayed. You might not see anything in this view if your accountant hasn't created a task for you to action. Simply click the Documents tab to view your documents. 
How do I access my portal directly without using the link in an email?
Bookmark the URL, https://practicename.portal.accountants/ , where 'practicename' is your advisor's business name. 
Why do I get an error message when I upload documents for my accountant?

You may be trying to upload documents that are more than 18MB.

I need help with two-factor authentication

If you are unable to log in to your portal due to 2FA (two-factor authentication) issues, see our Getting help with two-factor authentication help page.

See also: Troubleshooting