In this video, I will guide you through the process of setting up an account at TaxGBT as a tax professional. I'll show you how to sign in, connect your Gmail account (or continue with email), enter your information, and choose the professional environment. It's important to select the professional environment as it will set up TaxGBT specifically for tax professionals. Once you're logged in, you can customize your firm name and answer a few questions. After that, you can either schedule a demo with me or start the trial directly. Please note that there is no free trial with the monthly plan.
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Updated over a week ago