Once you have created your account, start to build your WISP.
From the Dashboard tab, under Notifications, click the Invite Users Now button.
Here, you will need to assign someone to fill each role:
If you are a sole proprietor and there is nobody to fill each role, then you will assign yourself to all three roles (within the WISP) and you do not need to invite additional users at this time.
However, if you plan to assign someone other than yourself to any of the roles, you should invite them to the application at this time.
Our basic plan allows for up to 2 users, our Tax Practice Level plan allows for up to 5 users, and our Enterprise plan allows for up to 50 users.
After you have invited other users/officers (If you are a sole proprietor you may not need to invite others), click on Build My WISP in the upper right corner. This will open the step by step WISP Builder. Follow the steps to complete your WISP.
