UNLIMITED PLANS
PER RETURN PLANS
ADDITIONAL USERS
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Purchase Plans
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ADDITIONAL USER - CUSTOMER SUPPORT
- Customer Support users can access return information only.
- Select this for users who primarily provide level 1 customer support, and only need access to final returns and client messaging.
$50.00 / User
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ADDITIONAL USER - DATA ENTRY
- Data Entry users have access to create clients, enter and review data.
- Select this for users who primarily act in data entry roles, and do not have authority to file complete returns.
$100.00 / User
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ADDITIONAL USER - FULL ACCESS
- Full Access users can be set to have administrator privileges or lower.
- Select this for users who need full preparer access (create, edit, review, and file returns; administer company information).
$225.00 / User
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