This article provides step-by-step instructions for adding an employee account to your ProTaxPro.com office.
Employee Account Information
When creating an employee account, you will be asked to provide the following information:
- Username
- Password
- Email Address
- Phone Number
- Employee First and Last Name
- Answer: Do you want to use Employee Name, PTIN, CTEC and State ID on Returns?
- Acknowledge and accept the Employee Legal Agreement.
1) Log in to your ProTaxPro.com account, select My Account on the top-right corner of the Preparer Tool page.
2) Locate Employees and select Edit.
3) Under Add Employee Account, enter the employees credentials in the required fields. Once complete, select Add to save your changes.
Example: See the example below for a completed employee setup.
For information on updating, removing, or managing employee accounts after they have been created, see Manage Employee Accounts.