2d (edited) • Taxes
🚨 MAJOR UPDATE FOR TAX PROS 🚨
Listen up Tax Bosses 👩🏽💼👨🏽💼
The Tax Pro Account now includes new business-level capabilities for tax professionals who operate within a firm or tax preparation business.
This is not small.
This is structure.
This is compliance.
This is LEVELING UP.
Here’s what you can now do inside the updated Tax Pro Account:
✅ Manage your Centralized Authorization File (CAF) access
No more confusion about who has access and what’s active.
✅ Assign authorized employees
If you have staff, this helps you control who can represent taxpayers under your firm.
✅ Link your business CAF to your EIN
This creates alignment between your CAF number and your business entity. (HELLO professionalism 👏🏽)
✅ View taxpayer information within active authorizations
Better visibility. Better control. Better service.
✅ Withdraw authorizations when necessary
Protect your firm. Protect your clients. Stay compliant.
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💡 Why This Matters
If you are:
• Building a tax office
• Running a service bureau
• Hiring preparers
• Scaling your firm
This update is about accountability and operational structure.
We are not hobby preparers over here.
We are building compliant, scalable tax businesses.
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👇 Drop in the comments:
Are you currently using your Tax Pro Account?
Do you have your CAF set up properly?
Do you know who has access under your firm?
If not — this is your sign to tighten it up.
More training on this coming soon inside the community 💼✨
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🚨 MAJOR UPDATE FOR TAX PROS 🚨
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