Info Tight: Password & Access Tracker for Tax Pros

Keep your backend protected and your logins organized.

As a tax pro, you handle sensitive data daily — and one lost password can slow your whole office down. This editable tracker helps you manage every account, login, and access level in one secure, easy-to-use file.

What’s Included:

Editable Google Sheet + printable PDF

Columns for platform, role, and access level

Example layout for EROs, VAs, and contractors

Access audit checklist + security tips

Perfect For:

Solo tax preparers

Small tax teams and service bureaus

Office owners managing staff and contractors

Benefits:
 Know who has access to what
 Stay compliant with IRS data security guidelines
 Make offboarding fast and simple

Format: Instant digital download (Google Sheet + PDF)