For your practice.
For your next
tax season.
👤 For professional tax preparers with an EFIN and PTIN. Registration is required for free software access.
Register for free software onboarding, request a demo, or open your existing account.
Software access is free.
Registration begins onboarding. Your software account is provided separately through the platform.
Confirm any separate filing, transaction, bank-product, or professional-service fees before using those services.
A clear route
from interest to access.
Each destination has a purpose. Choose the one that matches your next step.
Explore the demo
Request a demonstration before you begin. Bring your workflow and feature questions.
Register with Optimum
Submit your name, email, and business details to start onboarding.
Use your workspace
Open your software login, manage your account, and use the official walkthrough guides.
Your software resources.
Software login
Open your existing Optimum software workspace.
Open resource ↗MANAGEAccount Hub
Access your existing account management portal.
Open resource ↗CONNECTTaxesToGo app
Open the designated app download page.
Open resource ↗EXPLORERequest a demo
Start a demonstration request through the platform.
Open resource ↗ASKTalk to Optimum
Discuss onboarding, forms, platform options, and service details.
Open resource ↗Ready to start with free software?
Tell us where you are today. We’ll help define the next conversation.