Support Center

How to add additional users for Enterprise Plans

Last Updated: Dec 06, 2016 04:49PM CST
If you are registered as an Enterprise Plan on, you can add members to work underneath you. You can see all the payers, recipients, and any forms they create. 
  • First, you will need to login
  • Click on the My Profile button in the top right-hand corner
  • You will see account info such as your email, name, and number. 
  • Above that, you will see a tab that says Member Users.
  • Here you can select to Add New Member and add one at a time or Import bulk Member User and add all of them at once.


Using +Add Member:
  1. Press add new member
  2. Add name, email, and phone number
  3. Press save changes


Using Import Bulk Member Users:
  1. Click on Import Bulk Member Users
  2. Press the Click here button to download our Excel template
  1. Fill out the user's name, email, and phone number


      4. Save the Excel file to your computer
      5.On the Import page,click the select button, then choose the "Member_SpreadSheet" file
      6. Press the upload button
      7. Once your people show up, click save changes

NOTE: When you press save changes it will email the member an invitation from, once they accept they can start filing immediately. 

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