Frequently Asked Questions
Frequently Asked Questions About Working With Verified Tax Professionals on MYTAXAPP
MYTAXAPP is a secure digital workspace and marketplace connecting tax clients with IRS
authorized tax professionals through an AI guided, human reviewed workflow.
How the process works at a glance
Request a quote, choose a verified tax professional, complete a guided organizer reviewed
by a licensed tax expert.
FAQs for Tax Professionals
These questions are for IRS authorized tax preparers interested in using MYTAXAPP to streamline client onboarding and workflow.
MYTAXAPP is open to IRS authorized tax preparers with a valid PTIN who prepare federal tax returns.
MYTAXAPP offers a free trial for tax professionals with full access to workflow features. Subscription pricing applies after the trial period and is designed per firm, with future per user options.
Create an account and submit verification details, including a valid IRS PTIN. Once approved, you can begin receiving quote requests.
Yes. You can add staff and control access levels within your firm account.
No. MYTAXAPP complements your existing tax software by improving front end data collection and client experience.
Yes. Clients upload documents through a secure portal, reducing email and manual file handling.
MYTAXAPP streamlines client onboarding, document collection, organizers, communication, and workflow management.
MYTAXAPP follows tax industry security practices, including encryption and controlled access.
Yes. You can manage multiple clients, entities, and engagement types from one dashboard.
It reduces administrative work by centralizing quote requests, onboarding, and document intake.
IRS Authorized PTIN verified badgeSecure Data HandlingAI Guided Not AutomatedHuman Tax Professional ReviewMYTAXAPP was designed by tax professionals to reflect real firm workflows, compliance requirements, and client service standards. AI is
used to guide and organize information, not replace professional judgment.