OLT: How to Add a Preparer in the Software

Description: This article will guide you on how to add a preparer in the Software.

Process:

1. Log in to your Software using your Preparer credentials.
   
   

   

2. Click on the ‘SETUP’ tab.

3. Click on ‘Add New Preparer’

4. Enter the preparer’s information, select the appropriate permissions they will need access to, and click on ‘CREATE NEW USER‘ to save it.
   
   

   

   
   
   

5. Provide the preparer with the Username and Temporary Password you created for them, along with the Firm Name for that location and the Software Login Link, so they can log in to that office on the software.