MMaxx MitchellTax Software

Office support

Setup guides for a calmer tax season.

Members get full walkthroughs and ticket support in the portal.

01

Minimum office setup

  1. Confirm your PTIN or EFIN is active
  2. Use a dedicated computer with current updates and antivirus
  3. Turn on multi factor authentication for every login
  4. Keep a written data security plan, as described in IRS Publication 4557
  5. Store client documents only in secure, access controlled places

02

Changing available theme colors

  1. Sign in to the software as the office owner
  2. Open office settings
  3. Choose a theme color from the available options
  4. Save and reload to confirm the change for your team

03

Adding preparers and choosing their access

  1. Collect each preparer's PTIN
  2. Add the preparer under office users
  3. Give only the access each person needs
  4. Remove access the same day someone leaves

04

Refund Advantage setup and use

  1. Refund Advantage is a third party platform
  2. Enroll directly with Refund Advantage
  3. Follow their current official instructions
  4. Contact Refund Advantage for platform support

05

SBTPG setup and use

  1. SBTPG is a third party platform
  2. Enroll directly with SBTPG
  3. Follow their current official instructions
  4. Contact SBTPG for platform support

Need help with something else?

Members open support tickets from the portal. Not a member yet? Send us a message.

Contact us