Diamond Pro Software Portal

Manage your tax office, preparers,
fees and documents all in one place.

Office ApplicationNot started

Preparers0

Fee SheetNot saved

Documents0 / 5

Company / DBA Name Tax ID / EIN EFIN Holder EFIN PTIN Business Type Company Address Office Phone Cell Phone Fax Email

Software Version Bank Product

Account Type Name on Account Bank Name Routing Number Account Number

Software Fee Bank Fee Service Bureau Fee ERO Bank Add On ERO Software Add On ERO E-File Add On Audit Assistance

Up to 6 preparers per office.

Files are stored in a private Supabase Storage bucket.

EFIN Holder Signature Date

Email:

Role:

Office:

Dashboard