This article describes how to invite and manage users in Expert Tax to share access to the system.
The administrator must go to his account portal.experttax.com
Invite users and assign licenses
1. Select Company.
2. Then, select Invitations.
3. Click the Invite Users button.
4. Enter the e-mail address of the users and press Send Invitations.
Once the users have accepted the invitation, you must go to each user and activate their license.
- Select Users.
- Choose Manage Users.
- Then, under Licenses choose Edit.
- Finally, activate the license to use by clicking on the Inactive button.
If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.