Use Knowledge-Based Authentication (KBA) for all first-year clients electronically signing e-file authorization forms, and provide Advisors with the option to enable KBA for all e-file authorization signatures. Verifying taxpayer identities is essential for compliance with IRS regulations and preventing fraudulent filings.

As virtual tax advisors, we do not have in-person interactions to verify the identity of the individuals whose returns we are filing. Without secure authentication measures, the risk of unauthorized use, identity theft, and fraudulent filings increases significantly.