Help

Tax professionals with an active PTIN: CPAs, Enrolled Agents, attorneys and tax preparers, solo or in a small firm.

Founding enrollment opens in mid-December. Join the founding list and we'll email you the day it opens.

Community includes the forum, the monthly tax update call, the template library and the member directory. Pro adds the overflow job board (post and pick up work), a featured directory listing and office hours twice a month.

So everyone you talk to, refer to or hand work to is who they say they are. Until you're verified you can read the community, but posting, replying and the overflow board stay locked.

Your PTIN (the letter P and 8 digits). CPAs, EAs and attorneys also add their license or enrollment number and issuing state. Enter them on your profile.

Usually one business day. We check public records such as the IRS directory of credentialed preparers and state board license searches. If we can't confirm something, your dashboard shows "Needs attention" with a note, and we may ask for a screenshot of your PTIN account.

Only KonnexHub staff, for verification. Other members see your name, firm, location, credential and specialties if you're listed in the directory.

The first 50 members keep the founding price for as long as their subscription stays active, even after prices go up for new members. If you cancel, the founding rate ends with it.

Go to Manage billing and open the secure Stripe billing portal. You can update your card, download invoices and receipts, or cancel. Canceling stops the next renewal; you keep access until the end of the period you already paid for.

We email you and show a yellow banner on the site. Stripe retries the charge over the next few days and your access stays on meanwhile. Update your card from Manage billing to avoid losing your membership.

No. Payments are handled by Stripe; KonnexHub never sees your full card number.

Anything that identifies a taxpayer: client names, SSNs, addresses, return copies or documents. Describe the facts generically. Also no advertising outside the Referrals category, and no comparing your current prices with other firms.

Yes: use Edit or Delete under your post or reply. A post that others have replied to can be edited but not deleted, so their answers stay. If it contains client information, email us and we'll remove it right away.

Click Report under it and pick a reason. A moderator reviews it, usually within one business day. The author isn't told who reported it.

On your profile, uncheck "Email me about replies, job activity and member tips". Billing and security emails still come through.

1. A verified Pro firm posts the work: type, number of returns, software, due date and budget. No client details.
2. We review it, usually within one business day, and publish it.
3. Verified members with the required credential apply.
4. The firm picks someone and confirms the client signed an IRC 7216 consent.
5. Files move only through the firm's own secure portal, never through KonnexHub or email.
6. The member submits the work; the firm approves it or asks for revisions.

The posting firm. It keeps the client relationship, reviews the work and signs as preparer under its own procedures. See the Member Agreement.

A 10% platform fee applies to approved jobs and is paid by the posting firm. We'll publish exactly how job payments are handled before the first jobs go live.

The Events page has the Join link and an "Add to calendar" button for Google, Outlook and Apple. We also email a reminder with the link the day before. Times are Eastern.

When a session is recorded, the recording appears under "Recordings" on the Events page.

On your profile, click "Two-factor authentication" and scan the QR code with Google Authenticator, Microsoft Authenticator or 1Password. Save the recovery codes somewhere safe. We strongly recommend it.

Uncheck "Show me in the member directory" on your profile.

Cancel your membership first, then email info@konnexhub.com from your account's address. See the Privacy Policy for what we keep and why.