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)