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Specialists

Updated: Customer Support Agent Edited:

Specialist Information

The administrator must go to the account.

https://account.experttax.com/

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Adding Specialists

  1. Select Company
  2. Specialists
  3. Add Specialists

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Enter the Specialist's information you want to add.

Steps for the User

  1. Go to the top left of the screen where your email is located.
  2. Select User Profile.

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At the bottom of this page you will see the Change Specialists section.

 

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  1. Choose the Specialist you want to add.
  2. Press the Add 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.

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