News and Important Updates

Coming Soon! We have updated our IVR for Tax Preparers!

Posted On: Tuesday, January 09, 2018

Our newly enhanced interactive voice response (IVR) phone system functions for Tax Preparers will be available later this month. 


Using your PTIN, you will be able to quickly navigate to your client’s tax information, such as:

·        payment history

·        refund status

·        estimated payment amounts

·        account balance for one or multiple clients 


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