JAMS BooksFinancial · Books Pilot

Accept your secure invitation

  1. 1. Confirm the invitation details on the right.
  2. 2. Create your own password — JAMS never sets or sees it.
  3. 3. Sign in and land directly inside your own business books.
  4. 4. Turn on two-factor authentication from Settings once you are in, if available for your account.

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.

This page needs the secure link JAMS Financial sent you. Invitations cannot be created here.