Getting Started
First, head on over to TaxSlayer's login portal and log in using your credentials.
Once you're in, navigate to Manage Accounts.
Next, you will need to look for Demo.
Adding a New User
Before creating a new demo account, use the search function to ensure the email address isn't already in the system. This step is crucial to avoid duplicates.
If the email is new, select Add User.
Fill in the client's first and last name, along with their email address. Don't forget to uncheck the Onboarding Email box before clicking Save.
This prevents the system from sending an automated welcome email, which isn't necessary for a demo account.
Setting the Security Level
Once you save, you'll be taken back to the Manage Locations page. Select Demo from the dropdown, and search for the email address you just added. Click the highlighted email to adjust the user's security level.
Double-check the client's information to ensure it matches what's in your record.
Next, click Application Access located at the top right of the screen. From the dropdown menu, choose Web 1040 and grant the client User access level.
Final Touches
Head back to Applications from the side of the page and click Web 1040. This will take you to the software's main dashboard.
From there, click Manage Accounts and search for the client's name under New User.
Add the client's email, then click Next. Enter Demo under the latest tax year to finalize the setup.
Sending the Email
Finally, send the email to the client. Be sure to include the Support Team's email and your Account Manager's email in the BCC field.
If the lead is under Sigma Admin, only include the Support Team's email. This ensures they have the necessary resources for assistance while keeping the communication streamlined.