Tax Professionals

Are you a Tax Professional? Learn how to manage your account and your client's tax reports.

• How to check invite status?
• How to manage clients?
• How to file your clients crypto taxes using CCH Prosystem
• Tax Professional Plans
• For Tax Professionals: How to download tax reports sent by a client?
• How to add credits?
• How to invite your client?
• Tax Professional Sign-up Process
• How do I send reminders to a client?
• How to import Schedule D (CSV) into CCH
• How to import 8949 (XLS/CSV) into Drake
• How to import Schedule D (CSV) into ATX