In order to share software downloads, unlimited or prepaid e-filing, reporting, or services (such as Client Xchange, if purchased), the Practice Owner must send each additional preparer an email invitation from the Practice Owner's account (the account under which the program was purchased). The email will include a unique link the preparer must click in order to create or link his or her own TaxAct account so that the account uses the same Practice ID.
You may follow the instructions below to invite a preparer from the Practice Owner's account (the account under which the TaxAct program was purchased):
Practice Owners using Cloud-based storage may also invite preparers from within the TaxAct program by selecting Preparer > Master Information > Preparers from the menu bar and clicking Invite next to the preparer entry.