Can I add multiple team members (e.g., for my accountant or employee)?

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By Michael Schwartz

updated 25 days ago

taxomate supports a single account having multiple users. You can invite other team members to your taxomate account via email. Sellers with CPAs/accountants, bookkeepers, and virtual assistants usually utilize this feature.

Please Note: Only admin users can add other users.

Step 1. To add another user to your taxomate account, simply go to Settings and Team.

Step 2. Enter the user's email address and select Invite. The new user will get an invitation to register sent to the email address you entered.



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