Need Help? We're Here for You.

Our TaxCred Plus team is ready to help with onboarding, technical support, billing, partnerships, and general questions.

Contact Information

Need Immediate Help?

Chat with TaxCred Ted right now for instant answers. Live-agent takeover coming soon.

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Reason: General Questions

Knowledge Base

Popular questions, quick help articles, video tutorials, and downloads.

Popular Questions

  • How do I complete my onboarding?
    Getting Started
  • Where do I upload compliance documents?
    Documents
  • Unlocking your purchased courses
    University
  • Managing notifications & devices
    Account
  • Billing, invoices and upgrades
    Billing
  • Booking a support call with your success manager
    Support

Video Tutorials

  • Portal tour: your first 15 minutes6 min
  • Completing onboarding phases9 min
  • Using TaxCred Ted for daily guidance4 min
  • Submitting funding documents7 min

Downloads

  • Partner welcome kit (PDF)2.1 MB
  • Compliance checklist480 KB
  • Marketing swipe file3.6 MB

Full downloads and video tutorials are available inside the partner portal. Sign in to access.