Join The Winning Tax Team 2026

Complete this short onboarding form to get access to your training, software, and team resources.

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PTIN (example: P00011111)

Please upload PTIN proof in active status (Welcome letter or Dashboard screenshot)

Please upload photo Government Issued Identification (ID, Driver's License, etc)

Please Click here to download the form W-9 , fill it out and upload it here or send completed form to support email.

Upload Completed form W-9

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[ ] I certify that the information provided is accurate to the best of my knowledge.
[ ] I understand that I am an Independent Contractor and not an employee of the ERO .
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