My Account

Under the "My Account" button you will be able to update your own information, update your password, upload your company logo, renew your subscription and invite new users to access the software in your office.

Updating your information
Click on "Manage My Info". From there you can then select "Edit Info". When finished updating your information click "Save Changes".

Change Password
Click on "Manage My Info". Click on "Change Password". Simply enter your new password and hit "Save New Password".

Upload Company Logo
Click on "Manage My Info". On the right-hand side under "My Company Logo" click the "Choose File" button. Search for the file of your logo. Then click "Upload Logo".

Renew Your Service
Click on "Manage Account". Under Account Summary, click the blue button labeled "Renew Service". From there you will be brought to a screen to fill in your payment information. When finished click "Submit Purchase".

Adding Seats(Users)
If you want other office employees to be able to use this tool throughout the tax season then you need to formally invite them. Once they get the email form you inviting them in they will setup their own login name and password. This is valuable as you will have the history of who gave specific quotes in your office.

To invite a new user simply click on "Send New User Invitation". Enter their First and Last name and their email address. Click "Send Invitation".

Once this is sent the invitee will need to check their email and follow the instructions accordingly.