How to Sign Up for DynaTax AI as a Tax Professional

Create Your Account

Registration happens on a single page at dynatax.ai/auth/pro/register. The form asks for:

• Full name and a username
• Email address
• Phone number — this is where your verification code is sent, so use a phone that can receive text messages
• Password — a strength meter shows how strong your password is as you type
• Firm name — your firm's name, or your own name if you practice solo
• Professional type — CPA, EA (Enrolled Agent), Tax Attorney, or Professional Bookkeeper

You must accept the Terms of Service and Privacy Policy to continue. Two additional consents — marketing emails and SMS updates about your professional account — are optional. Click Create Professional Account to submit.

Verify Your Phone

After submitting the form, DynaTax AI sends a 6-digit verification code by text message to the phone number you entered. Enter the code on the verification screen to activate your account.

• Didn't get the code? A resend button becomes available after a short countdown.
• Too many wrong attempts temporarily locks the verification screen — the lockout timer on screen shows when you can try again.

Onboarding: Identity & License

Once your account is active, a three-step onboarding wizard walks you through verification.

Step 1: Identity Verification (Required)

You verify your identity with a government-issued photo ID through Stripe Identity. The process takes 2–5 minutes, and results are usually instant, though they can take up to 24 hours.

Step 2: License Verification (Optional)

Submitting your professional license is optional at this stage — you can skip it and come back later. If you upload a license document:

1. AI extracts the license number, state, expiration date, and issue date, and shows a confidence score for the extraction.
2. Review the extracted details and correct anything the AI got wrong.
3. Our admin team reviews your license with state licensing boards — typical review time is 24–48 hours.
4. You keep full platform access while the review is pending.

Step 3: Complete

The final step confirms your onboarding is done and takes you into the pro portal.

Plans & Pricing

• Free Trial — $0: 1 team seat, limited AI research, no firm management. A way to try the platform before subscribing.
• Solo Pro — $39.99/seat/month: current promotion is free for 6 months, then $39.99/month. Includes firm management; extra seats are $30/seat.
• Firm Plan — $150/month: current promotion is $99.95/month for 12 months, then $150/month. Includes 5 seats; extra seats are $30/seat.

See the pricing page for the full feature comparison and annual billing discounts.

Marketplace Visibility

Appearing in the client marketplace — where businesses browse and choose a professional — requires all three of the following:

• A verified organization (verification steps completed)
• An active paid pro subscription — the free trial does not qualify
• An active pro profile

After Signup

Once you are in the pro portal you can invite clients, review AI-categorized bookkeeping data, and export to your tax software. Available export formats: TXF (Tax Exchange Format), Drake Trial Balance, ProSeries CSV, Lacerte CSV, UltraTax CSV, and a Generic CSV.

Frequently Asked Questions