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Tax Pro Hub

78 members • $25/year

10 contributions to Tax Pro Hub
Cognito Forms
I’m really having a hard time with the Cognito form. Can someone volunteer to train my team on it??
IRS announces e-file shutdown for both business and individual returns will be 12/26/25.
IRS announces e-file shutdown for both business and individual returns will be 12/26/25.
IRS announces e-file shutdown for both business and individual returns will be 12/26/25.
1 like • 22d
Oh wow
Cognito form
Anybody know how to get your logo on the Cognito form??
Cognito Templates
Hey Bosses, I have some templates you can use to help you get your office ready for the season: ☑️Client Intake Form: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxcousinintakeform2025 ☑️Client Vacation Voucher: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/kjvacationvoucherform2025 ☑️Preparer Onboarding: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/_2025taxseasononboardingtaxsoftwarepayroll ☑️ ERO Software & Bank Products: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxbullyprosoftwarebankproducts
0 likes • Nov 4
Does Cognito have issues like Jotform when it comes to PII
0 likes • Nov 4
@Neona James jotform disables the forms a lot if they feel like alot of sensitive information is being collected so I was wondering if Cognito had that same issue
🏦 TPG & Refund Advantage Bank Product Updates — Enrollment!
Here are the key dates you need to mark on your calendar 🗓️ 💰TPG (Santa Barbara Tax Products Group) - 🕓 Final Day to Send Current-Year Bank Products: November 30 - 🏁 Final Day to Print Checks in Office: November 30▫️ After this date, TPG will print and mail any remaining checks directly to taxpayers. 💵Refund Advantage (RA Bank) - 🕓 Final Day to Send Current-Year Bank Products: November 30 - 🏁 Final Day to Print Checks in Office: November 30▫️ After this date, RA Bank will handle check printing and mailing. ⚡Pro Tip: Enroll Early! Don’t wait until the last minute — getting your bank enrollment approved early ensures: ✅ Smooth pre-season setup ✅ No delays in e-file acceptance or funding ✅ Faster client refund processing once tax season opens 📌 Action Item: Log in to your bank portal or software provider(SB) today to complete your 2025(2026) enrollment. Beat the rush and stay ahead of the game! 💪
1 like • Nov 4
So we can file until November 30th?
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Precious Ferguson
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11points to level up
@precious-ferguson-4372
Rocket Refund Tax Pros 💰👩🏽‍💻

Active 5d ago
Joined Jul 29, 2025