Identity and license verification for professionals
Let clients know who they are working with.
Show clients they are dealing with a real, licensed professional. Verify your identity once with a government ID check, add your CPA or EA license, and let the verified badge do the reassuring in the marketplace.
Solo Pro: $0 for 6 months, then $39.99/month
Included in: Professional plans
What it does
Verify your identity and your CPA or EA license once, and show clients a verified badge in the marketplace.
A government ID check
Your identity is confirmed once, through a secure verification provider.
Your license, reviewed
Add your CPA or EA license and it is reviewed before the badge appears.
A badge clients can see
Verified professionals are marked as verified in the marketplace.
How it works
How identity verification works
- 1
Verify your identity
Complete the government ID check from your profile.
- 2
Add your license
Upload or photograph it and check the details before you submit.
- 3
Get the badge
Once approved, clients see you as a verified professional.
The details
Identity verification, in detail
A government ID check
Your identity is checked against a government ID through a secure verification provider. You can see where it stands at any time: not started, in review, verified or action needed, so nothing stalls quietly.
Your license, read for you
Upload or photograph your license certificate. Details such as the license holder, license number, issuing state and expiration date are extracted for you to review and edit before you submit it.
Reviewed by people
Once your identity is verified, the DynaTax AI compliance team reviews your CPA or EA license. Approval adds the verified badge, and clients then see you as a verified professional.
Listed either way
You can be listed and take bookings without the badge. Verification adds a trust signal for clients choosing a professional; it does not hold up the work or the clients you already have.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Identity verification comes with the pro plans
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Identity verification questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.