Professional Signup Guide
Complete guide to joining DynaTax AI as a CPA, EA, or tax professional
Getting Started
DynaTax AI helps tax professionals streamline their practice with AI-powered data processing. The signup process is simple and typically takes 5-10 minutes.
💡 What you'll need: Professional license document (photo or PDF), business information, and identity verification (driver's license or passport).
4-Step Signup Process
Step 1: Account Creation
Enter your email address and create a secure password. You'll receive a magic link to verify your email.
- Password must be at least 8 characters
- Magic link expires in 15 minutes
- Check spam folder if you don't see the email
Step 2: Business Information
Tell us about your practice - firm name, location, specialties, and experience.
- Firm name (can be individual practitioner or firm name)
- Business location and contact information
- Years of experience and team size
- Tax specialties (Schedule C, S-Corp, Partnership, etc.)
Step 3: License Verification ⭐
Upload your professional license certificate. Our AI extracts the information automatically, which you can review and confirm before submission.
⏳ Manual Verification (1-2 Business Days)
All professional licenses are verified manually by our team to ensure accuracy and prevent fraud.
What We Verify:
- License is active and in good standing with state board
- License number matches state records
- Expiration date is current (not expired)
- No disciplinary actions or suspensions
- Document authenticity (photo quality, tamper detection)
💡 You can continue using the platform while we verify your license! You'll have access to all features except marketplace visibility.
How it works:
- Take a photo or upload your license certificate (JPG, PNG, or PDF)
- AI extracts license number, state, expiration date, and credential type
- Review the extracted information and make corrections if needed
- Submit for verification
- Manual review: Our team verifies your license with the state board within 1-2 business days
- You're notified: Receive email notification when verification is complete
Step 4: Identity Verification
Complete identity verification with Veriff (IRS Circular 230 compliance requirement).
- Takes 2-3 minutes via webcam or mobile device
- Required: government-issued photo ID (driver's license or passport)
- Real-time verification - results in minutes
- Secure and encrypted - meets IRS security standards
After Signup
Once your identity is verified, you can immediately start using the platform:
Add Your Clients
Import existing clients or invite new ones to the platform
AI Data Processing
AI processes client transactions and generates tax data drafts
Export to Your Software
Export to Drake, ProSeries, Lacerte, UltraTax, or ATX
Marketplace Access
Once license verified, appear in client marketplace
Frequently Asked Questions
Can I use the platform while my license is being verified?
Yes! You can add clients, review AI-generated tax data, and export to your tax software immediately. The only limitation is marketplace visibility - you'll appear in the client marketplace once your license is verified.
Why does verification take 1-2 business days?
We manually verify every license with the state board website to ensure accuracy and prevent fraud. Our team checks that your license is active, in good standing, and matches state records. This thorough verification process protects both you and your future clients.
What if my license is expired or suspended?
You must have an active, valid license to use the platform. If your license is expired, please renew it with your state board first. If verification shows your license is suspended or revoked, you will not be able to use professional features.
Can I add multiple licenses?
Yes! You can add licenses from multiple states or multiple credentials (e.g., CPA + CFP). Go to Settings → Professional Profile → License Verification to add additional licenses.
Is my license information secure?
Yes. All license documents are encrypted at rest and in transit. We comply with IRS Circular 230 and Gramm-Leach-Bliley Act (GLBA) security requirements for tax professionals.
Ready to Join?
Join 500+ tax professionals using DynaTax AI to streamline their practice with AI-powered data processing.