This guide walks you through creating a Recap Advisor account from start to finish. The whole process takes around five minutes.
Create your account
Go to app.recap.io and click Get Started for free.
Enter your email address and click Continue. You can also sign up using Google or Apple.
On the next screen, create a password. Your password must:
Be at least 8 characters long
Include at least three of the following:
- Lower case letters (a-z)
- Upper case letters (A-Z)
- Number (0-9)
- Special characters (e.g. !@£$%^&*)
Verify your email address
Recap will send a verification email to your address. Open the email and click the link to confirm. The app will update automatically once verification is complete — click Continue to proceed.
Save your secret phrase
⚠️ Save your secret phrase before continuing. Recap cannot recover it for you if you lose it. Store it somewhere secure — a password manager, or printed and kept somewhere safe.
Recap generates a unique 12-word recovery phrase for your account. To save it:
Copy the phrase or click Save recovery kit to download it as a file.
Store it somewhere safe, separate from your device.
Tick the confirmation checkbox to confirm you've saved it, then click Continue
Choose your account type
Select Advisor. This is the account type for accountants, tax professionals, and financial advisers who manage crypto tax for clients.
Click Continue.
Set up your workspace
You'll be asked to give your workspace two names:
Workspace name: used internally in Recap, visible only to you and your team members.
External workspace name: shown to clients when they interact with your workspace, for example when they receive a portfolio invitation.
Enter both names and click Continue. You can update them at any time in Settings.
Product analytics
Recap will ask whether you'd like to share product usage data to help improve the product. This is optional — toggle on or off as you prefer, then click Continue.
What's next
You're now in your accountant workspace. Here are the common next steps:
Add your first client: see How do I invite a client to Recap?
Invite colleagues to your team: see Managing your team members.
Set up licences for your clients: see Plans & Licences.