Adding an Additional TaxCalc User in SmartVault

Overview

TaxCalc provides software for accountancy practices, businesses, and taxpaying individuals. You can integrate TaxCalc with SmartVault. Find out more about integrating TaxCalc with SmartVault.

Adding a User

To add a TaxCalc user to your SmartVault account:

  1. First, contact TaxCalc to purchase the additional license(s).
    You will receive an email notification from TaxCalc when the license(s) are added to your account. 
  2. Add the employee to your SmartVault account.
    After you add the employee to your SmartVault account, the new user (employee) will receive an email notification to set up their password and activate their account.
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