Account creation for Licensees and Firm Delegates
Only your firm's Licensee or Delegate can access the Manage Firm area on our website where they can see and change your firm's name, license PIN, and demographic information. Most firms have a Licensee, but there are some non-accounting firms that have a Firm Delegate instead of a Licensee. Both roles serve as account administrator, product owner, and have the same permissions.
Before you (as the Licensee or Firm Delegate) can access the Manage Firm area, you'll need to create an account on tax.tr.com.
You can create all other staff accounts on the Manage Accounts screen.
- Visit the My Account page on our website and selectNeed an account? Create one now.
- Enter your firm ID and ZIP code then selectContinue.
- Choose your name from the dropdown, complete the required fields, and selectContinue.importantIf your name isn't on the list, contact Customer Support. If you mark theMy name doesn't appear in the listcheckbox, you'll create a duplicate account that won't have administrative rights or access to the Manage Firm page.
- Enter your email address and password and selectContinue.
- Mark the checkboxes to receive product release information and other announcements. Go to the bottom of the screen and selectFinishto create your account. You'll receive a confirmation message thanking you for signing up.
