Getting Started as a Tax Advisor

Your client has invited you to Menuella. Follow these steps to set up and start using the Tax Advisor dashboard.

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Step 1: Accept the Invitation

1. Check your email for an invitation from Menuella
2. Click the link to set your password
3. Create a secure password and confirm it
4. You’ll be logged in and taken to the Tax Advisor dashboard

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Step 2: Complete Your Profile

The first time you log in, you may see a Complete your profile dialog. Enter your first name and last name — this helps your clients identify you. Click Save to continue.

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Step 3: Set Up Your Firm (Optional)

You may be asked to Set up your firm. This helps merchants identify your practice when they invite you.

• Firm name — Your practice name (e.g. Müller Steuerberatung)
• Legal name — Optional (e.g. Müller & Partner GmbH)
• Domain — Optional (e.g. your firm’s website)

Click Save to continue. You can skip or complete this later if the dialog allows.

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Step 4: Select a Merchant and View Reports

1. Use the merchant switcher at the top to select a client
2. Go to Overview to see quick links
3. Click Financial Reports or Order List to view and download data

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If You See “Account Not Connected”

If you see a message that your account is not connected, it means no merchants have invited you yet. Ask your client to:

1. Go to Settings → Connect Tax Advisor in their Menuella dashboard
2. Enter your email
3. Click Send Invite

Once they send the invite, you’ll receive the email to set your password.

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Need Help?

Contact Menuella support for help — AI chat, email, and phone are available 24/7.