Purchasing a Seasonal Worker License

ADMIN USER

Purchase a Seasonal Worker license to let your seasonal employees access your SmartVault account during tax season. The license activates on December 15, and employee access is removed after April 30.

  Note

    • The Seasonal Worker license is available for all customers on annual plans. Upgrade to an annual plan on your Billing page or contact our Support Team to assist you.
    • You can purchase Seasonal Worker licenses anytime, but they are available to use and assign starting December 15 of each year.

To purchase a Seasonal Worker License, identify the Billing System for your account. Then follow the corresponding steps below.

Legacy Billing System

To purchase a Seasonal Worker License in the legacy billing system:

  1. Sign in to the SmartVault Portal.
  2. Click the initials at the top right corner of the page and select Settings.
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  3. Go to Account Settings>Manage Billing and Payment, then click Purchase Seasonal Worker Licenses.
    Purchase_seasonal_worker_license.png
  4. Enter the number of Seasonal Worker licenses to add in the Quantity box.
    Purchase_seasonal_worker_license_quantity_Old_view.png
  5. Click Purchase, then click OK to confirm your purchase.
New Billing System

To purchase a Seasonal Worker License in the new billing system:

  1. Sign in to the SmartVault Portal.
  2. Click the initials at the top right corner of the page and select Settings.
    Settings_option.png
  3. Go to Account Settings>Manage Billing and Payment, then click Billing.
    Account_settings_-_Billing.png
  4. In SmartVault Manage Subscriptions, click the box containing your subscription information (account type, number of accounts, subscription price, guest user limit, and storage limit).
    CB_-_Subscription_info.png
  5. In Subscription Details, click Edit Subscription.

    CB_-_Edit_subscription.png

  6. In Edit Subscription Details, click Add Addons.

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  7. In Add Addons, select Seasonal Worker - USD and click Add(1).

       Purchase_seasonal_worker_license_quantity_Chargebee.png

  8. You can purchase as many licenses as you need by clicking + on the Seasonal Worker - US quantity control.

     Purchase_seasonal_worker_license_quantity_Chargebee_2.png

    SmartVault automatically updates the charge based on the total number of licenses you purchase.

     Purchase_seasonal_worker_license_quantity_Chargebee_3.png

  9. Click Update Subscription to complete adding the Seasonal Worker Licenses to your account.

You can start inviting your Seasonal Workers to your SmartVault account.

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