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!