Your account security is critical to protect your personal, business and client’s information. We want to make sure you have the necessary resources available to you to safeguard all of this information.
For your reference, below are key resources to aid you in keeping your account secure, maintaining your active users for software and My Account access, resetting or setting up a strong password, enabling 2-step verification for your logins and registering your EFIN (only if a new customer or customer with changes to firm information)
If you have employees that have left your firm, or you need to add new employees or change their roles, these articles will assist you with managing your users:
If you would like to update/change your login details, refer to these articles:
For extra security, enable 2-Step Verification. This article will provide guidance:
Safeguarding your online account
If you are a new customer or have a change in business name or address, it will be necessary to utilize the EFIN verification process to update your information with us.
Important! If you have not signed in to your IRS e-Services account recently (within the past 2 years), please sign in to e-Services to avoid inactivation. For additional details, refer to the IRS website for frequently asked questions:
https://www.irs.gov/e-file-providers/e-services-for-reporting-agents-frequently-asked-questions
