Software Activation Request
Once you have completed your tax certification exam and bank compliance training just email
the documents to your Team Leader. This verifies that you are ready to be activated to submit
live tax returns.
Your email to your Team Leader should read as follows.
Subject: Software Activation Request - (Pro #)
1. Your Full Name
2. Pro #
4. Mobile #
7. PTIN #
8. Attach your Tax Training Certificate and Pro Agreement
If you do not receive your login information within 3 business days then send the same email to
firstname.lastname@example.org and we will expedite your activation.