JAMS BooksFinancial · Books Pilot

Pilot console access

Staff review and approve the books. Clients review their own business only.

Were you invited? Open the secure link JAMS sent you to accept your invitation and create your password. Staff accounts can only be created by invitation from a JAMS administrator.

Controlled pilot — limited scope

Do not upload Social Security numbers, tax returns, identity documents, or bank-login credentials. Bank passwords are never stored or requested. This pilot does not prepare or e-file tax returns.

Bank connections are coming soon. The pilot uses CSV/manual import and secure document upload only.

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Staff access is invitation-only — a JAMS administrator invites employees by email. New accounts here get client-level access with no business attached until JAMS links you.