Unlimited Users

When you need to add additional preparers to your office please understand that you are the office manager and we do not talk to your employees. All forms for your additional preparers must be submitted by YOU.

Additionally, please make sure that all requested documents are submitted and not expired information, so there are no delays.

-You can locate the form in your Client Hub by selecting the ‘Add a Preparer’ button. There is no charge for adding additional preparers, and you may have as many as you like.

-When submitting returns for expanding offices with multiple preparers, ensure that the Data Entry Preparer(s) change the usernames to that particular PTIN holder before submitting returns for review. Otherwise, there may be delays.