How Do I Upload My Information?

Uploading is the easy part, gathering the information may take some time...

If you are a tax professional interested in joining our platform, make sure to visit our Become a Pro page and fill out the required registration form to begin the onboarding process.

If you are an existing Pro and have been asked to provide additional compliance documents, you can contact your Pro manager via the Pro Support page and they will guide you through how to provide this information.