LumaTax allows your accounting firm team to collaborate in one central account. Occasionally, you may need to remove a user. Follow the steps below to remove an accountant user from your firm's LumaTax account.
Steps:
- From any page, navigate to Hi, [Name] in the upper right corner, and click Users.
- Navigate to the desired user and click Edit.
- Click the red "Click here to deactivate this user" link.
- When asked, "Are you sure?" click the Confirm Deactivation button to continue.
If needed, you can reactivate a user again in the future.