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