How do I migrate my account from TaxCloud?

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.