Welcome to Formality Tax! 🎉

Let's get your ERO account set up and ready to go

Setup Progress0%

0 of 4 steps completed

Set Up IRS Credentials

Configure your EFIN and e-Services credentials for IRS API access

Review Compliance

Ensure your account meets all IRS and security requirements

Invite Team Members

Add team members and set their permissions

Explore Dashboard

Get familiar with your analytics and reporting tools