Inviting Your Team Members
Ready to invite your team members? Navigate to "Organization" and select "Invite User"
Once you fill out your team members information they will receive an invitation to join your account. If you grant a user "Admin" or "Org Admin" permission they will be able to view the billing information associated with your account and invite additional users.
You can then decide which Subscription tier you want to assign the user too. You can add unlimited number of users to your "Enterprise" subscription. If you add a user to your "Advisor" subscription you'll be charged for an additional Advisor seat.
Now you are ready to get started! Click here to return to the help center and select your tax software to see tax software specific instructions.
Have a question? You can reach out to us anytime at [email protected]