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Home > Billing > Billing Guide > Add a Seasonal Worker License to Your SmartVault Account

Add a Seasonal Worker License to Your SmartVault Account

Overview

You can add a Seasonal Worker license to your SmartVault account for part-time workers that join your tax firm during the tax season. Instead of purchasing an additional User license, the Seasonal Worker license presents a solution for granting your temporary employees access to your SmartVault account. You'll add Seasonal Worker licenses from the Manage Billing section in SmartVault—just as you would to add any other user type.

 

Seasonal Worker licenses are valid for use from January 1st through April 30th. After April 30th, employees on Seasonal Worker licenses will be deleted from SmartVault and will no longer have access to your SmartVault account.

Steps

  1. Sign in to the SmartVault Portal.
  2. Right click on your account and select Manage Bill.

    CP_Manage_Bill.png
     
  3. On the Billing page that opens, under the Update Plan section, add the number of license to add in the Quantity box for Seasonal Worker.

    CP_Manage_Billing_Add_Seasonal_Worker.png
     
  4. Click Save.
  5. The page will prompt you to confirm the added cost to your account. Click OK if the information is correct.

    CP_Manage_Bill_Apply_Changes.png
     
  6. You should now see a seasonal worker license under your usage in the Portal with a total number of licenses used and available. 

    CP_Seasonal_License_Total.png
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