Adding Additional Locations In Account Hub
For Affiliates and Multi-Office Users, before you give a new location software, you will first need to add the location to your Account Hub.
To do this, login to your Account Hub:
If your Account Hub did not open to this page, select the App Switcher in the top-right corner (next to your username) and click Location Manager:
- From the Location Manager menu, select VIEW under Manage Locations.
- Once in the Manage Locations menu, select Add Location.
- Complete all the information for the new location:
- Company Information - office name, EFIN, and IRS Tracking Number
- Principal/Owner - owner of the location, including their DOB and SSN
- Contact Information - names of key individuals at the location, including the Principal/Owner
- Phone Number - office number, cell number, and fax number for the location
- Mailing Addresses - year-round, physical, and mailing addresses for the location
- Email - email address for the Principal/Owner of the location
- Signature - printed name of the Principal/Owner of the location
- Once finished filling out the information for the new location, you can click Save and Continue to Bank Application to begin bank enrollments for the location. If you wish to complete bank enrollment at a later time, simply click Save All and close out of the Additional Location Information window using the X at the top right.
Related Articles
Account Hub Client Status
You can check the status of their clients' e-filed tax returns on the web via their Account Hub. The first step is to log in to Account Hub. Next, click the 9-square App Switcher menu in the top right corner of the page next to your Account Hub ...How to Update Bank Account Information in Account Hub
<br> Account Hub Link - https://taxprosoftware.taxofficemanagement.com/accounthub/Login?Giving Account Hub Access To Employee
Employee Accounts in Account Hub give your employees access to the different sections and features within Account Hub, such as Taxes to Go configuration, Bank Applications, Web Reports, and Web Client Status. You can choose to use Security Temlates ...Setting Up Security Templates In Account Hub
Once Employee Accounts have been set up in Account Hub, they can be restricted with Security Templates just like preparer accounts in ProWeb. There are two steps to the process: Create the security template Assign it to an employee account To setup ...Account Hub error: Email address or phone number is already used
When trying to create an Employee Account in Account Hub, if you get either of the messages as shown below this means the email and/or cell phone number is already tied to another account. Below you will find advice on how to remedy these errors. ...