Quick version: On the sign-in page, click Sign up. Then:
Enter your details.
Verify your email.
Choose where your verification codes go.
Set up account recovery.
Accept the Terms of Use.
Before you start
Access to the email inbox you’ll sign up with
A mobile number or a second email address for your backup recovery method. It must be different from where your verification codes go.
Create your account
Go to the Adams Tax Forms Helper sign-in page and click Sign Up.
Fill in First Name, Last Name, Company Name, Email Address, Password, Confirm Password, and Company Type, then click Continue. For Company Name, enter your own business name, not a client's; if you're a CPA filing for clients, use your firm's name.
Check the I'm not a robot box, then click Verify and continue.
Open the email we send you and click the verification link.
Choose where to get your security codes: Mobile number (text message) or Your email. A phone number is more secure.
Enter your mobile number or email address, then click Send Code.
Enter the 6-digit code you received and click Verify and continue.
Keep your Recovery PIN somewhere safe, because Customer Support will ask for it to verify your identity. Under Recovery PIN, enter a PIN in New PIN, then enter it again in Confirm PIN.
Under Backup recovery method, choose SMS or Email, enter a backup mobile number or email address, and click Save and continue.
Check I have read and accept the Terms of Use, then click Complete Sign Up.
What happens next
You'll see Your account is ready. We're taking you to your dashboard. and land on your dashboard. From there you can add forms, Issuers, and recipients.
Common questions
I didn't get the verification email. What should I do?
Check your spam or junk folder first. If it's not there, click Resend email on the Verify your email screen once the short countdown ends.
I clicked the verification link and it says my session expired. What now?
Click Sign in to continue and sign in with the email and password you just created. You'll pick up right where you left off.
Should I get my security codes by text or email?
A mobile number is more secure. If you use T-Mobile, choose email instead, because T-Mobile's message limits may keep codes from arriving. Learn more in About 2-factor authentication [ADD LINK].
Can my backup recovery method be the same email I sign in with?
No. Your backup recovery method has to be different from the email or number that gets your login codes. Use a second email address or a different phone number.
What is the Recovery PIN for?
You'll use it to reset your password if you lose access to your login codes, and Customer Support will ask for it to confirm it's you. You can update it later in My Account under Security.
You're all set. Next, add your first Issuer so it's ready on your new forms.