Why is my profile reviewed?
We want to ensure small businesses connect with the right ProAdvisors. We review every ProAdvisor profile to verify the info and eligibility. Reviews need to happen before we can publish profiles to the Find-a-ProAdvisor website.
Why do I need to provide a copy of my ID?
Government-issued IDs help us verify your submitted info. Once our review is complete, we delete your ID from our systems within 14 days.
We safeguard customer information, including identification information, by encrypting it when it's stored in our systems. Our servers are protected with security and antivirus software. We only use your government-issued ID to verify the info you submit. We don't supply your info to third parties.
What's the file size limit for the ID image?
The maximum size is 1MB.
If you see an upload error message, the image may be too large. You can compress the file or save it in a different format to decrease its size. Then resubmit it.
Why are you asking me to resubmit a copy of my ID?
It may mean we couldn't use the copy you submitted to verify your profile. When you submit the copy of your ID, make sure:
- The photo is clear enough to make out facial details
- The image is unobstructed and uncropped
- It's current, valid, and hasn't expired
- The file is a PNG, JPG, or PDF
Why did I get an email asking for more information? I already submitted my ID
Sometimes, we ask you for more documentation to help us confirm your profile. If we ask you for more info, follow the instructions in the email. You'll probably need to submit one or more of the following:
- Articles of Incorporation
- Business License
- Corporation Bylaws
- Shareholders Agreement
- Certificate of Limited Liability Partnership or Limited Partnership
- CPA License information or proof your license is in good standing
If you don't have these documents, please reach out to our team so we can help.
Why am I being asked to reverify my eligibility?
You need to reverify your profile when you update any of the following:
- First and last name
- Firm name
- Website
- Address, city, or state/territory
- Zipcode
- Email address
- Office phone
- Mobile phone
- Fax
The reverification is temporary. Your ProAdvisor profile stays published on the Find-a-ProAdvisor website during this time.
If we can't reverify your profile, you'll need to resubmit your ID. If you don't resubmit the required documents within 7 days, we'll remove your profile from the Find-a-ProAdvisor website.
What do I do if I get an email about not complying with brand use guidelines?
Please see our guidelines on ProAdvisor brand usage.