Tax Pro Help

Getting Started

Learn the workspace, introduce your practice, and understand profile verification.

Find your way around the Tax Pro workspace

Use the sidebar to move between opportunities, prospective clients and active work. The dashboard summarizes activity; the individual work areas contain the records and actions.

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.

Understand profile details and verification

Your profile records information you enter about your practice. Verification and badges describe separate platform statuses. Completing a profile does not by itself demonstrate that a credential has been checked.