Account Hub
19 articles
Articles in Account Hub
Uploading your IRS EFIN Application Summary in Account Hub (EFIN Verification)
In addition to other Action Items that may need your attention in Account Hub, the option is now available to upload a copy of your IRS EFIN Application Summary (EAS).
How do I Find My Customer ID?
Every Tax Processors Plus office is assigned a Customer ID when they purchase the program.
Configure your online office
Use your existing online office to follow these configuration steps.
Account Hub: "Your account is currently disabled"
Your account is currently disabled. if this is a mistake, please contact our support staff to resolve this issue.
Account Hub: Cloudflare Turnstile error
Generally, refreshing the web page eliminates this error.
Account Hub - "User does not have access to this site"
User does not have access to this site, please contact support if you believe you should have access.
Prior year software download options are not showing in Account Hub
Tax Processors Plus requires everyone who has purchased the software to log in to their Account Hub to sign all user agreements and either apply for or opt out of using bank products.
How do I update Form W-9 in my Account Hub?
In your Account Hub at Tax Processors Plus, the last step in the bank product enrollment application is entering (first time only) or verifying (subsequent times) the information on IRS Form W-9.
I can't find the EFIN Validation Codes for my other offices
If you have multiple offices, the EFIN Validation Codes for all the offices are listed in your Account Hub under Payment History.
Account Hub - How Do I Deactivate an Employee Account?
If you have added employee accounts in Account Hub, you can deactivate them if needed.
Account Hub Client Status
Tax Processors Plus or Tax Processors Plus Online users can check the status of their clients' e-filed tax returns on the web via their Account Hub.
MFA Troubleshooting for Account Hub
If you're trying to log in to your Tax Processors Plus Account Hub and aren't receiving the MFA verification code by text or email, or the code isn't correct when you enter it, use these troubleshooting steps to get back into your account.
Tax Processors Plus Account Hub Employee Accounts
Employee Accounts in Account Hub give your employees access to the different sections and features within Account Hub, such as TaxesToGo configuration, Bank Applications, Web Reports, and Web Client Status.
Account Hub: Security Templates
Once Employee Accounts have been set up in Account Hub, they can be restricted with Security Templates just like preparer accounts in Tax Processors Plus Desktop and Tax Processors Plus Online.
Why is Account Hub saying my username does not exist?
If you are trying to reset your password for your Account Hub and you get the message "Username does not exist or does not have access to this application," there are a few things you can check before calling support.
What to do if you can't log in to Account Hub
If the program is not recognizing your username, you may be at the wrong website.
Tax Processors Plus Account Hub error: Email address or phone number is already used
When trying to create a Tax Processors Plus Employee Account in Account Hub, if you get either of the messages above this means the e-mail and/or cell phone number is already tied to another Tax Processors Plus account.
Account Hub Forgot Username or Password
Check your email inbox for the account-recovery message.
Account Hub: Updating MFA
Multi-Factor Authentication (MFA) is an electronic security system that requires two methods of authentication to verify your identity when logging in to an online account.