Create New Preparer Account
What is a Preparer Account?
A Preparer Account allows a tax preparer to link to and manage individual Client Accounts. Preparer Accounts on this site have a parent-child relationship with Client Accounts. Each preparer has a unique username and password to manage his Preparer Account. Within the Preparer Account, he can manage his Clients' Accounts. Each Client Account will also have a unique username and password, but the link between the Client Account and the Preparer Account prevents the preparer from having to log in with the username and password of each client. At any time, the preparer can add a new Client Account to manage or discontinue management of a current Client Account.
Who Should NOT Sign Up for a Preparer Account?
You should not sign up for a Preparer Account on this site if you are filing returns for a company with multiple locations. If you are unsure about whether or not a Preparer Account would be right for you, please
contact Technical Support.
Who Should Sign Up for a Preparer Account?
You should sign up for a Preparer Account on this site if you are responsible for preparing returns on behalf of multiple clients, and wish to keep each client's account separate. The benefit of keeping separate client accounts linked to a Preparer Account is that you can allow your client to log into her own account without exposing another client's information.
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