Purchasing a Seasonal Worker License

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.

Identify the Billing System your account is in and follow the steps accordingly.

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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