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Registered Tax Professional (RTP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Designation Notes

This designation can be earned and used immediately by registering, and becoming appointed, with EstateCLOUD and by paying the required monthly RTP licensing fee. See

Issuing Organization EstateCLOUD
Qualification and Educational Requirements

Must be a professional appointed with EstateCLOUD and provide accounting or tax preparation services to the general public as a Certified Professional Accountant, Enrolled Agent or Registered Tax Preparer—or provide accounting, bookkeeping or support services related to tax preparation.

Education Requirements


Examination Type


Continuing Education Requirements

No continuing education requirements. However, to maintain the designation, designee must produce at least one EstateCLOUD membership per year.

Verification, Complaints and Accreditation
Check Designation Status Online


Investor Complaint Process


Published List of Disciplined Designees


Accredited By