Adding A Business / Service Provider Account

If you manage a business, you can easily set up another account to manage employees, vendors, limited partners etc.. 

Business clients can delegate access to their service providers (CPA/accountant/Bookkeeper) so they can collect W-9s or distribute K-1s/W-2s/1099s and other forms to limited partners, employees, and vendors on their behalf.

Add a new account by click add an account below the profile.

Select the account type you would like to add: 

That’s it, now you can switch to a new account other than your personal one, and manage your business financials as well.

You can always switch back between your personal account and your business one. 

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