To smoothly migrate your account from TaxCloud, please follow these steps:
1. Provide Your TaxCloud Credentials
We'll need your TaxCloud username and password to access your existing tax data and filings.
2. Set Up Multi-Factor Authentication (MFA)
If your TaxCloud account uses Multi-Factor Authentication (MFA), please add our group email address as an MFA contact.
This lets our team receive authentication codes directly, enabling quick verification.
3. Importing Registrations
Verify if you have any existing registrations in TaxCloud.
Ensure all registration details are accurately entered into our platform.
Need Help?
For personalized assistance or a detailed walkthrough, please schedule a call by chatting with us. Simply click the chat bubble in the bottom-right corner.