How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?

Eric Updated by Eric

TaxTools WorkShop is accessed using an email address as a username, but it is not necessary for one user to grant access to other users. Other users can simply install TaxTools WorkShop, launch it, and then input their own email address when prompted. The program will either already know the other user should get access or will ask for some additional information to prove their identity.

How did we do?

Firm Information Screen

Importing clients from a CSV file