PERSONAL PROFILE
Update the personal details associated with your account.
PROFILE INFORMATION
ACCOUNT & COMPANY MEMBERSHIP
Account roles, company memberships and PTIN permissions are assigned through authorized company administration. These permissions cannot be changed from personal profile settings.
ACCOUNT SECURITY
Passwords, authentication methods, and authorized account sessions
SECURITY CONTROLS
Change your account password through secure identity verification.
Add an additional verification step to protect account access.
Review authorized sessions and revoke access when necessary.
Authentication details will be available after login integration.
Production security controls will be managed through the verified identity provider. This preview does not accept or process account passwords.
SECURITY INFORMATION
Once authentication is connected, this section will show verified security information for the current signed-in user.
Contact Security Support →NOTIFICATION PREFERENCES
Choose which account notifications you would like to receive.
EMAIL & PLATFORM NOTIFICATIONS
Notifications for return progress and permitted filing status changes.
Notifications when the system receives accepted or rejected filing responses.
Notifications about client assignments and permitted client profile updates.
Optional account billing reminders and subscription announcements.
Updates when a support representative responds to an authorized request.
Information about available resources, training and planned software releases.
Essential security and legally required account notices may be delivered regardless of optional notification preferences.
DISPLAY & PREFERENCES
Personalize your dashboard experience
DISPLAY SETTINGS
COMPANY ADMINISTRATION
Manage your company's official business information and logo.
Manage authorized preparers, invitations and available seats.
Review your company billing and prepaid credits.
These links are for navigation only. Production pages will independently verify company administration privileges.
ACCOUNT ACTIVITY
Account access and settings history
SECURITY & ACCOUNT AUDIT
Verified login events, profile changes, and security activity will appear here after backend integration.
Expiring sessions, account revocation, and security event logging will be managed through the authentication service.