STEPS TO SETTING UP YOUR SOFTWARE

Welcome to Real Life Tax Pro Software!

We are thrilled to have you join our community of tax professionals. Real Life Tax Pro Software is designed to help you grow your business, streamline your workflow, and provide exceptional service to your clients. To get started, follow these simple steps to complete your onboarding process.

What You’ll Need to Get Started

Before completing your forms, please gather the following documents to upload with your submission:

✅ A copy of your ID

✅ A copy of your Social Security Card

✅ Your PTIN Letter

These documents are required to create your login credentials and set up your personalized branded mobile app.

Step 1: Complete the Software Credentials Request Form

Fill out this form to provide the information needed for your account setup and submit the required documents.

🔗 Click Here to Complete the Software Credentials Request Form

What Happens Next?

Once the form and required documents are submitted, our team will begin processing your onboarding. You’ll receive your login credentials via email within 1-2 business days. We’ll also provide instructions to access your branded mobile app and training materials to help you get started.

Need Assistance?

Our support team is here to help you every step of the way. If you have any questions or need assistance:

📧 Email:
[email protected]

📞 Phone:
1-888-828-5404

We are committed to your success and can’t wait to see you thrive with Real Life Tax Pro Software. Let’s get started today!