How to add an employee account

This article provides step-by-step instructions for adding an employee account to your ProDesk office.

Employee account information

When creating an employee account, you will be asked to provide:

• Username
• Password
• Email address
• Phone number
• Employee first and last name
• Whether to use the employee's name, PTIN, CTEC and State ID on returns
• Acknowledgement of the Employee Legal Agreement

Steps

1. Log in to your ProDesk account and select My Account on the top-right corner of the Preparer Tool page.
2. Locate Employees and select Edit.
3. Under Add Employee Account, enter the employee's credentials in the required fields. Select Add to save your changes.

For information on updating, removing, or managing employee accounts after they have been created, see Manage employee accounts.