Will I be able to add more users after my initial purchase?

Will I be able to add more users after my initial purchase?

You can always add more users as your firm grows, or as you find more and more use in Integrate Tax. You can choose different roles & profiles for each user to fit your tax practice’s unique needs.

    • Related Articles

    • Add Users

      To add users: Log in to CRM with Administrator privileges. Users with Manage Users permission in the profile can also access this feature to add users. Click   > Click Setup >  Go to USERS AND CONTROL  > Click USERS In the USERS page, click Add New ...

    • Add Team Collaboration Users

      Team Collaboration users works for the projects with access privileges like view the milestones, add/edit tasks, upload files in a project, post a topic in forums. The Team Collaboration can be a Admin, Manager or Employee. Add portal or project ...

    • Security Management- Mail Add-on Users

      The Mail Add-on helps you to manage all the customer correspondence within your CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you have the ...

    • Does CRM storage also include mail storage for Mail Add-on users?

      No. The Mail storage is the same that is provided by Mail. CRM storage does not include mail storage. However, the attachments sent with your emails are included in the CRM storage. The attachment limit varies based on your  CRM Edition. Please note, ...

    • When will an awaiting contact turn active?

      We send a confirmation link to the email address provided for double opt-in confirmation. Clicking the confirmation link will turn the contact active.