Adding a Free Accountant License
To qualify for a free accountant license, your firm must have an active MyCase Accounting add-on subscription. If you don't yet have this add-on, please add it to your account first.
For more information on MyCase Accounting and how to add the subscription, click here.
You can also learn more by taking the MyCase Accounting 101 Online Course in the MyCase Learning Center.
Steps to Invite Your Accountant
Navigate to Settings.
Select Firm Settings.
Click the Billing tab, then select Add-Ons.
Click Invite Accountant.
Enter your accountant's name, email address, and phone number.
Check the box confirming they are not a firm employee.
Click Request Free License.
Note: Approval for the free accountant license takes up to 24 hours, as we need
to verify that the invited user is a third-party accountant and not a firm employee.
Best Practices
Avoid removing all user licenses at the same time — this can lock your firm out of key features.
Test the new accountant's access before removing or reassigning any existing users.
If the invitation doesn't arrive, double-check the email address entered and allow up to 24 hours for activation before reaching out to support.