Complete the Onboarding ProcessÂ
Once you’ve finished the necessary steps, we’ll submit the Power of Attorney and Declaration of Representative documents to the IRS. After approximately 4 - 6 weeks, we will have access to your IRS account. Your membership will be fully active, and we’ll begin monitoring for audit flags and other important updates every week. You’ll receive a comprehensive summary of your IRS account every month, typically at the end of each month.
Complete onboarding in just 8 minutes.
Step 1
Verify your identity. You'll need a valid ID & your phone
Step 2
Complete IRS 2848 Authorization form
Step 3
Validate your social
security number