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To Add a preparer login:

To add a preparer, from the Main Menu, go to the Configuration > Preparer Setup

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• Email Address and Cell Phone Number are required for Multi-Factor Authentication - Multi-Factor Authentication (MFA) acts as another step in security for protecting your account. During login, you will be required to verify yourself either by sending a code to your email address or texted to your cell phone number. Please verify this information is correct before continuing.

• Create a Username for the preparer - The username CANNOT be changed once created and saved.

• Create a Password Once this is created, the Preparer Menu will no longer show the password. If the preparer forgets his/her password, the preparer will need to click Forgot Password on the Login screen and follow the prompts.

• The Active checkbox will need to be checked to allow the preparer to log into the program
  

  

• The Security TemplateRoles allows you to set restrictions on the preparer, limiting what they are allowed to do in the program

• Click Continue when finished

• Click Return to go back to Configuration Main Menu

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