Invite a New User to LumaTax

How to invite an accountant user to your firm's LumaTax account.
Written by Valerie Heckman
Updated 11 months ago

LumaTax allows your accounting firm team to collaborate in one central account. Follow the steps below to invite an accountant user to your firm's LumaTax account. 

Steps: 

  1. From any page, navigate to Hi, [Name] in the upper right corner, and click Users.
  2. Click the Add User button in the upper right. 
  3. Input a First Name, Last Name, and Email Address
  4. From the Role drop down, choose admin or user. The key difference is admin users can add/remove other users from the organization.  
  5. Click Add User to save. 
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