1. Define your practice
Consider the clients you plan to serve, the return types you expect to prepare, and the systems needed to manage your work.
2. Review preparer requirements
Use official IRS guidance to review PTIN requirements and electronic filing provider information.
PTIN information ↗EFIN information ↗
3. Explore your workflow
Request a software demo and bring questions about supported forms, return types, platform options, and setup.
Request a demo ↗4. Register and prepare
Register for free software onboarding and use the designated training resources to prepare for your next season.
Training and support ↗