How to Set Up Client and Staff Sub-Accounts

If you file Form 2290 on behalf of others — as a CPA, tax preparer, service bureau, or fleet manager — Consulics lets you run everything from one professional account using sub-accounts.

Setting it up

1. Open your Consulics professional account.
2. Create a client sub-account for each motor carrier or business you serve; each keeps its own filing history and Schedule 1 records.
3. Create staff sub-accounts so your employees can prepare and transmit returns under your firm while you keep oversight.
4. File across multiple EINs from the single dashboard, and use bulk upload to file large fleets in one pass.

Why firms use this

Instead of juggling separate logins, a firm manages its entire book of business in one place — cleaner recordkeeping, faster filing at season volume, and clear separation between clients.