Internal · Role-based access
Staff & Preparer
Operations Portal.
W-2 onboarding, 1099 contractor agreements, training, PTIN/EFIN tracking, commission management, and document vault — all in one operational command center.
Operations capabilities
W-2 & 1099 Onboarding
Preparer Agreements
Training & Certs
PTIN / EFIN Tracking
Commission Tracking
Compliance Vault