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.
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: 06/03/2024
Thank you!