Add More Team Members

On our monthly, yearly and enterprise plan you can add additional team members (tax preparers) to your plan. You will need to update your plan first by signing in to your account at

How to add more team members to your plan

Step 1: To update your plan, sign in to
Step 2: Click on the Settings module and select your Plan specify the number of total team members
Step 3: Click on the save changes button when done so all changes are saved. 
Step 4: Once you upgrade the number of licenses, you will be able to add additional team member under the manage team tab in your account. All changes are prorated so you will be credited for what you already paid.
Important: The administrator can only add additional providers to the plan.