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 ( ≡ )
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Click on User Settings
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Click on Update & Add
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Click on the Users View & Update Icon
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Click on the Edit Icon
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Check the DreamTax User box
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Click on Update Details to Save.
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Click on the Overflow menu ( ≡ )
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Click on User Settings
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Click on Update & Add
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Click on the Users View & Update Icon
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Click on the Edit Icon
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Check the DreamTax User box
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Click on Update Details to Save.
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Updated on: 06/03/2024
Thank you!