You can easily invite your advisors, brokers, financial planners and property mentors to share your TaxTank at any time. In this article we will show you how to send an invite, accept an invite or remove an advisor from the 'Users' page.

Navigate to the Users page from the top right menu and select the 'Advisors' tab at the top of the page. Click on the invite button, simply enter your advisors first name, and email address or select from the list in the pop up. Your advisor will then receive an invitation to accept, or an invitation to join TaxTank if they're not already registered.

If an advisor has sent you an invitation, it will be waiting in the same place for you to accept or reject.

Once accepted, the invitation will move to Current Advisor and you'll be able to share information and chat live in TaxTank.

FYI. There is no limit to how many advisors you can have so you're in control.

To remove access, simply click on the remove button and click confirm. It's that simple, the advisor is now removed and no longer has access to your TaxTank.