Activate User to use DreamTax via SmartPractice
This is only for SmartPractice users who access DreamTax via their SmartPractice profile.
- Click on the Overflow menu ( ≡ )

- Click on User Settings

- Click on Update & Add

- Click on the Users View & Update Icon

- Click on the Edit Icon

- Check the DreamTax User box

- Click on Update Details to Save.

Updated on: 26/06/2025
Thank you!