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Customer Onboarding Specialist (Professional Tax Preparer Enablement)

Company

Macpower Digital Assets Edge Private Limited

Location

Coppell, Texas, United States

Posted

May 16, 2026

Position Overview


Role Overview:


  • Help new professional tax preparer clients set up and use a tax software suite during the initial post purchase phase.

  • Serve as the primary point of contact to ensure installation, account setup, data migration, and a smooth onboarding experience.

  • Deliver a positive first experience that supports long term customer retention and adoption.



Key Responsibilities:


  • Guide customers through software installation, initial configuration, and environment readiness.

  • Assist with account creation and secure documentation uploads, including EFIN or similar regulated credentials.

  • Support data migration by importing or exporting data from prior systems and validating successful transfer.

  • Communicate via phone, email, and web tools while sharing resources, walkthroughs, ...

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