Since there are no user limits in JuanTax, you can easily send out invites to anyone from your team, and add them to your list of collaborators within the tax software.
Note: This process is exclusive only for email addresses of users with an active JuanTax account. If you still don't have an account with JuanTax then go to www.juan.tax and sign up!
Start sending out invites by going to the Settings slider of your dashboard, then proceed to Users tab and click the plus (+) icon.
Populate fields such as First Name, Last Name, and Email Address.
You also need to choose on what user role you will assign your staff, based on the access that you want to grant as follows:
- Owner (Subscriber) - Has full access to all functions.
- Approver - Has access to all functions except Settings.
After filling out the appropriate fields, click the Invite User button to send out your invite.
Once you've sent out the invite, the user would partially be included in your list, and the user's STATUS will turn into PENDING INVITATION, considered that the user still hasn't accepted the invitation.
Your staff will receive an automated system email from JuanTax to confirm and activate the account either by logging in or creating a new account.
Initiate the collaboration by clicking the Get Started button.
Have a JuanTax Account Already?
Clicked the Get Started button the email you received, you will be directed to the login page. Simply login with either using your registered credentials or Facebook/Google account and start collaborating! The new organization will appear on your portal.
Don’t Have a JuanTax Account Yet?
Clicking the Get Started button on the invitation email you received will direct you to JuanTax’s Sign Up page. Nominate a password, then click the green arrow to start setting up your account.
Once your staff had logged in, or after he/she had created an account, the user will be prompted to the organization that the both of you would be collaborating. The user needs to click the ACCEPT INVITATION button to continue.
For your staff to confirm that she formally accepts the invitation, he/she should click the Yes, I know this invitation button.
Once clicked, the status of your staff in your User list will change into Active, and you as well as your staff can now work on the same JuanTax account.