Table of contents:
You can manage your TFX account on the Account Settings page.
Edit your personal information
To edit your personal information:
Click on Your Name in the top right corner of your TFX account.
From the drop-down list select Account Settings.
Update your personal information: salutation, first name, middle name, last name, date of birth, and country of residence.
Click the Save Changes button at the bottom of the page to save the changes.
Manage your email addresses
Change login email address
To change your primary login email address:
On the Account Settings page navigate to the Email Addresses section.
Click the Change button.
Enter a new email address in the pop-up window and click Verify.
Enter the code that was sent to your new email address and click Submit to save the changes.
Add additional email addresses
We communicate with clients through the email address provided at signup. However, we understand that many of our clients regularly use two or more email addresses. You may add additional email addresses to receive information or communicate with TFX from multiple email accounts.
To add an additional email address:
On the Account Settings page navigate to the Email Addresses section.
Click the Add Another Email Address link.
Enter an additional email address.
Note: only the emails from your CPA and our support team will be sent to your second email, but not the automatic reminders. If you also want to receive automatic reminders to your second email address, select the checkbox next to This email address will receive all communication that we send you.
Click the Save Changes button at the bottom of the page to save the changes.
Delete no longer valid email addresses
You can delete additional email addresses except for the primary one.
To do it:
On the Account Settings page navigate to the Email Addresses section.
Click the bin 🗑 icon next to the email address you wish to delete.
Click the Save Changes button at the bottom of the page to save the changes.
Connect your Google account / Apple ID
When you connect your Google account / Apple ID:
You are able to log in faster.
You are able to log in even if you have forgotten your TFX login credentials.
You benefit from Google/Apple security options for your account (2-Factor Authentication, getting notifications on login from a different country/continent, etc.).
To be able to log in to TFX with your Google account / Apple ID:
On the Account Settings page navigate to the Email Addresses section.
Click Connect Google Account or Connect Apple ID.
Follow the standard Google/Apple authorization procedure.
❗ Important notes:
You can connect only one Google or Apple ID account simultaneously. However, you can combine both.
If you don't want to use authentication with Google/Apple ID anymore, click the Disconnect link.
Add family members
If you and your family members (parents, children, elderly grandparents, etc.) are using TFX, you may wish to be assigned to one tax preparer and to be the contact for multiple tax filings. We offer umbrella accounts for such situations. Once all of your family members created TFX accounts, you can add them as family members to your TFX account.
To add family members:
On the Account Settings page navigate to the Family Members section.
Click the Add Family Member link.
List their full names and e-mails separated by commas.
Click Submit.
We will create the umbrella account for you.
For more information on how to manage umbrella accounts please refer to Umbrella Accounts - One login to control many accounts.
Manage your phone numbers
We recommend adding a phone number to your TFX account. It will be used to receive 2-step verification SMS codes when signing in, to receive important reminders via WhatsApp, and to confirm your identity in case of a suspicious login attempt. You will be able to specify the best time to receive calls.
Change your primary phone number
To update a primary phone number:
On the Account Settings page navigate to the Phone & SMS section.
Enter your new number, specify the best time to receive calls and/or add a comment.
Click the Save Changes button at the bottom of the page.
To verify your phone number, proceed with the verification process.
Add additional phone numbers
To add an additional phone number:
On the Account Settings page navigate to the Phone & SMS section.
Click the Add phone number link.
Enter your additional number, specify the best time to receive calls and/or add a comment.
Click the Save Changes button at the bottom of the page.
To verify your phone number, proceed with the verification process.
Delete no longer valid phone numbers
To delete a no longer valid phone number:
On the Account Settings page navigate to the Phone & SMS section.
Click the bin 🗑 icon next to the phone number you wish to delete.
Click the Save Changes button at the bottom of the page.
❗ Important note: you can delete additional phone numbers except for the primary one.
Manage SMS and WhatsApp notifications
We use SMS and WhatsApp reminders to ensure you stay informed about filing deadlines.
To enable/disable SMS messages and WhatsApp notifications:
On the Account Settings page navigate to the Phone & SMS section.
Check/uncheck the checkbox Agree to receive SMS from TFX.
❗ Important note: in addition to toggling off this checkbox, you may respond to an SMS with any of the following words, and the checkbox will turn off automatically: Stop, Remove, Exclude, Unsubscribe, Don't send, or Do not receive.
Change your TFX password
To change your TFX password:
On the Account Settings page navigate to the Security & password section.
Click the Change Password link.
Type your existing password into the Old Password box; your new password into the New Password and Confirm New Password boxes.
Note: it should have at least eight characters, one capital letter, and one number. Click on the eye icon if you would like to see the symbols entered.
Click Change Password to update your password.
Create a TFX password if registered with a Google account/Apple ID
When you are registered with a Google account or Apple ID, you don't have a TFX password. However, you may need to create it in order to disable Two-Factor Authentication, for example.
Follow the steps to set up your TFX password. Once your TFX password is set up, you can log in with your email and a new password by clicking the Log In button (not the Continue with Google/Apple button).
Delete your TFX account
To delete your account:
Scroll down to the bottom of the Account Settings page.
Click the Delete Account link.
Provide your TFX password and click the Delete Account button.
Note: the system allows you to delete accounts only in some statuses of your TFX project. You will be prompted to contact our support team for assistance.