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Getting your firm onboarded on Pernee takes less than five minutes. This guide walks you through establishing your firm’s workspace and review defaults.

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1. Create Your Firm Account

When creating your account, use your official firm email address (name@firm.com).
  1. Visit app.pernee.com/signup.
  2. Enter your work email, full name, and secure password.
  3. Name your firm workspace. This name identifies your firm in audit logs and client deliverables.

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2. Configure Tax Season & Filing Defaults

Once your workspace is created, navigate to Settings → Defaults:
  • Active Tax Year: Set the primary tax year your firm is actively preparing (e.g., TY2025). The client table will automatically filter to this season.
  • Filing Jurisdictions: Select the federal and state jurisdictions your firm commonly files (e.g., IRS Federal, California FTB, New York DTF, Texas Comptroller).
  • Target Deadline Offsets: Set an internal target completion margin (for example, target completion 10 business days before the statutory filing deadline) to ensure buffer time for partner sign-off.

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3. Next Steps

With your firm profile initialized, proceed to:
  1. Connect your cloud systems (SharePoint, OneDrive, or Google Drive).
  2. Invite your team (assigning preparer, reviewer, and partner roles).