Help Clients Find You – Review and Update Your CSEA and NAEA Member Profiles

Posted on November 14, 2017 · Posted in Breaking News, CSEA Society News, Practice Management

11/14/17 — CSEA changed its database recently to make it easier for potential new clients to find you! One of your benefits as an Enrolled Agent Member is the option of being listed in the “Find a Tax Expert” directory. This directory now allows you to select just what contact information you’d like the public to see, while also letting you upload your photo and list your languages and specialties! The directory is accessible from the CSEA website and also from FindanEA.org.

Be ready for new clients next tax season! Please take a few minutes to search for yourself from either site, and make sure the information showing is correct. We want to be sure the data you want has transferred over correctly from the old database. If you would like to be in the directory but your profile is not coming up when you search, please contact the CSEA office at 800-777-2732. You can also opt out of the directory if you’d like. To update your directory information, first sign-in to your account and click on the “My Account” link, and then go to the “Directory” tab and you will be able to edit your information.

NAEA Members should also review and update their profiles for the coming tax season. Just log in to www,naea.org and click on the “My Account” link under the Membership tab, then select “My Profile.”