Find your tools, troubleshoot common issues, or reach the Optimum team.
For login, account access, setup, or software errors, contact our team. To help us troubleshoot, share the page name and error message.
Software is for professional tax preparers with an EFIN and PTIN.
Software walkthrough & demo ↗Ask about preparation checklists, appointments, bookkeeping, or an existing request. Tell us which service you need help with and how to reach you.
For sensitive records, contact us to arrange the appropriate delivery method.
Send a service question ↓Choose a category and share a brief description. This form saves your request and forwards it to our team by email. Keep your reference number for follow-up.