Account Hub helps you manage your relationship with TaxSlayer Pro and provides resources to help your tax business. Here are many of the things available to you in Account Hub:
- The ability to set up logins for trusted employees for certain menus and features.
- Paying your software balance due.
- Enrolling with our banking, audit, and identity theft partners to offer these products to your clients.
- For EROs using the desktop version of TaxSlayer Pro, links to download the software for the current and five prior years as well as the EFIN validation codes needed for each year. Also, access to print-ready marketing materials to help promote your business.
- For EROs using TaxSlayer ProWeb, a passthrough link to your ProWeb office, plus you can customize the Account Hub and ProWeb office color scheme and logo and get your own ProWeb subdomain. (Speak to your sales manager if interested.)
- For ProWeb and desktop Premium subscribers, customizing the TaxesToGo app with your branding.
- Your payment history and rebate history (if offering bank products).
- As your business expands with multiple offices, you can add their locations and manage their bank enrollment applications.
- Our annual seminar videos and materials (speak to your sales manager if you weren't able to attend the seminar).
- Access to Web Reports, giving you a number of reports to help you analyze and understand your clients and your business.
- A data security template to help you prepare your written information security plan.
- Client Status so that you can check the status of your clients' e-filed returns anywhere you are.
Click the links below for more details:
Creating your TaxSlayer Pro Account Hub
Account Hub: Forgot Username or Password
Account Hub: Creating Employee Accounts