Before we begin

Confirm the work

Discuss the service, tax years or bookkeeping periods, deliverables, required records, expected timing, and fees. Confirm the engagement terms directly with Optimum before work begins.

Prepare accurate records

Organize complete records and tell us about missing information or changes. Ask for an appropriate document-sharing method before sending sensitive files.

Software access

Registration begins onboarding for eligible tax preparers. Software accounts, enabled options, provider terms, and any separately applicable fees are confirmed during onboarding.