Add the individual who is authorized to sign for the business. At a minimum, you need to add their legal first, last name, and either a mobile number or email address.
Click the building icon to add a business.
Complete the EIN, business name, job title, phone, and address used on the last tax filing.
Check the box to Allow signing via consent link. Save.
Send your consent link to your client to get their permission to request their IRS records.
