Account and User Settings
- Connecting to your Tax Preparer using their Tax Pro Code
- Accepting an Email Invite from your Tax Professional
- Running an account and data source refresh
- Forgot your Password?
- Changing a Password from Settings
- Changing your Tax Calculation Method (FIFO/LIFO/HIFO)
- Change Tax Year
- Switching Ledgible Apps
- Revoking Consent for a Tax Pro to Access Your Account