How To Add an Additional Preparer or Data Entry Clerk

How to Add an Additional Preparer or Data Entry Clerk

1. Navigate to the Client Hub:
   https://hub.taxxsavage.com

2. From the left-hand menu, select Profile and Billing

3. Choose one of the following options:

   • Add Additional Preparer

   • Add Data Entry Clerk

   Note: A Data Entry Clerk is for individuals who do not have a valid PTIN and will not be filing tax returns.

4. Enter the required details:

   • Full Name

   • Email Address

   • Upload a valid Government ID or Driver’s License

   • Upload Social Security Card (or acceptable supporting document)

5. Click Save Changes

6. Send an email to onboarding@taxxsavage.com including:

   • Notification that you submitted a request to add a preparer or data entry clerk

   • The individual’s phone number for profile setup

Important

Your request will not be completed until the onboarding team receives your email with the required phone number.