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Online Account Help

Did you forget your password? If so, you are not alone.

Use the 'Forgot your password?' link to have a temporary password sent to you through your email. If you have trouble using the reset function, feel free to give us a call for additional help. We do not have access to see what your password currently is, but we can help you set a new password.

As a note, the passwords automatically expire after a while, so you may need to reset your password even if you know what you set it to last tax season.

We have also uploaded a number of custom designed tutorials and informational pages to help you with the most common functions of your online account.

Why choose an electronic copy of your tax return?

How to log in to your online account

How to use your online tax organizer

How to use File Exchange

How to review your tax return online

How to implement two-factor authentication for your account.