Four steps. Do them in order, and you're in.
This is the exact path every preparer, ERO, and Service Bureau owner takes. If you get stuck at any point, the Help Center has answers — and a real person is always one help ticket away.
Everything lives in your LWS client portal — your courses, your trainings, and your account.
Log into your portal →Use the same email you signed up with — a different email won't connect to your account. Can't get in? Recover your access here.
Your software access, onboarding steps, and rebate updates all arrive by email — and providers sometimes route new senders to spam. Two minutes now means you never miss the email you're waiting on mid-season.
How to whitelist our email →Once your onboarding is complete, your preparer login / tax software access arrives by email. Check your spam folder — access emails land there more often than you'd think.
Can't find it, or it doesn't work? Submit a help ticket and we'll get you sorted — never guess at credentials.
Open your courses in the portal and work your track in order — preparer, ERO, or Service Bureau. If you're an ERO, the EFIN application lesson matters early: IRS approval can take up to 45 days, so don't leave it for December.
A course you expect is missing? Submit a help ticket and we'll check your access.
Don't spin your wheels — tell us where you're stuck and a real person will get you moving.
Submit a help ticket