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Getting Started

Complete your business profile and specialties

Add accurate practice information and explain the work you provide. The profile includes your business details, professional type, areas of expertise and introduction.

Settings → General → Profile
On this page

1. Enter your business and professional details

Open Settings → General and choose Profile. Complete Business name, then review Professional type, Years of experience, State license ID, Website and Phone.

The professional types shown are Certified Public Accountant (CPA), Enrolled Agent (EA), CTEC Registered Preparer, Tax Attorney and Other. Choose the type that accurately describes your qualifications. Entering a type or license ID is not itself a verification decision.

General and Opportunities are separate.
Settings menu and General tabs · focused interface details.
Describe the credentials you hold.
Captured profile-field example. Empty fields and sample values are preserved.

2. Choose your areas of expertise

Areas of expertise is marked required. The available choices are Bookkeeping, Tax Preparation, Tax Planning, IRS Representation, Payroll, Financial Planning and Business Consulting.

Select the services you genuinely provide. For opportunity matching, also configure Services you accept in Opportunity Settings; it is a separate form.

Select the work you actually provide.
Actual selected controls from a sample account. Selecting all is not a recommendation.

3. Write a useful introduction

About you or your business is marked required. Tell a prospective client who you help, what work you provide and what a first conversation can cover. Use concrete services instead of broad claims such as “we do it all.”

Fictional writing example

“I help independent consultants organize their monthly bookkeeping and prepare records for tax season. In our first conversation, we’ll review your current bookkeeping process, identify missing records and agree on the next steps.”

Adapt the example to your actual practice. Do not add qualifications, experience, reviews or promised savings you cannot substantiate.

Make your introduction specific.
Illustrative teaching example. See the surrounding steps for the actual product controls.

4. Review the address and save

Review Street, Apt / Suite, City, State and Zipcode, then select Save changes. Reopen the profile to check your entries.

The address State field records your address. Do not treat it as a verified setting for the states in which you accept work. Set your weekly appointment hours separately under Availability.

Common questions

Which fields are marked required?

Business name, Areas of expertise and About you or your business are marked with an asterisk in the profile form.

Does selecting CPA verify my license?

No. It records your professional type. Profile entries and an earned verification status are different things.

Which specialties should I choose?

Choose from the listed areas that accurately reflect work you provide. Keep opportunity service preferences up to date separately.

Learn more

Understand profile details and verification

Understand the difference between profile entries and earned badges.

Read guide

Set your opportunity preferences

Choose services, availability, capacity and a weekly safeguard.

Read guide

Find your way around the Tax Pro workspace

Find the sidebar, dashboard, settings and tool shortcuts.

Read guide
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