Account & organization

Create your account, verify your email, and understand how organizations scope everything you do in TaxLens.

Sign up

Signing up creates two things at once: your user and your first organization. You only need an email, a password (at least eight characters), and a name for the organization.

1
Open the sign-up page and fill in the form
Enter your work email, a password, and an Organization name (for example, your company or brand). Personal and temporary inboxes are rejected — use a company address.
2
Pass the bot check (production only)
Public sign-up is protected by a CAPTCHA challenge. In production you must complete it before the Create Account button is enabled; on a local development stack the challenge is typically disabled.
3
Submit
TaxLens creates your user and organization and sends a verification link. API access is not enabled until your email is verified.

Verify your email

Email verification is required everywhere — including local development — so your local setup behaves exactly like production. Until you verify, login is refused and API access stays off.

In production: open the verification email we sent and click the link.
On a local stack: no real email is delivered. Read the verification link from the API container logs — run docker compose logs api and look for the logged email payload, then open the link in your browser.

If you try to log in before verifying, you get the same generic unauthorized response as a wrong password — TaxLens never reveals whether an account merely needs verification. We resend the verification email in the background, and the sign-in screen shows a "didn't get a verification email? resend" link.

Log in

Once verified, sign in with your email and password. Email is case-insensitive — You@Company.com and you@company.com are the same account. A successful login drops you into the dashboard for your active organization.

What an organization is

An organization is your workspace and the tenancy boundary for everything customer-facing. Properties, bookings, issued invoices, API keys, request logs, legal issuers, and your liability reports all belong to one organization and are never visible across organizations.

A few things are deliberately platform-global instead — the tax data itself: jurisdictions, tax rates, tax rules, and monitored sources. The calculation engine is identical for every tenant by design, so a stay in Barcelona computes the same number no matter which organization asks. See Core concepts for the tax model.

The active-organization pointer

You can belong to several organizations. At any moment exactly one is your active organization — the one every request is scoped to. JWT-based (dashboard) requests always re-read your active org from the database, so if your membership is revoked it takes effect immediately rather than waiting for your token to expire. API-key requests are different: each key is permanently bound to the organization it was created in and never follows the creator when they switch orgs.

Create or switch organizations

Use the organization switcher at the top of the left sidebar to move between the organizations you belong to, or to spin up a new one.

1
Open the switcher
Click the current organization name in the sidebar. The panel lists every workspace you're a member of and marks the one you're currently in.
2
Switch workspace
Pick another organization to make it active. The dashboard reloads scoped to that org — its properties, bookings, and settings.
3
Create a new organization
Give it a name and create it. You become the owner and an admin of the new organization, and it becomes your active org. This is handy for separating a demo workspace, a subsidiary, or distinct brands.

Next, learn how to experiment safely in Test vs live mode, or invite colleagues in Team & roles.