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How to Add Free Accountant License to MyCase Accounting

Updated over a week ago

​To learn more about MyCase Accounting, take the MyCase Accounting 101 Online Course in the MyCase Learning Center.
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Begin by navigating to the settings tab in your MyCase account

  1. Select Settings.

  2. Select Firm Settings.

  3. Select the Billing tab.

  4. Click the Invite Accountant button.
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  5. Enter your Accountant Name, Accountant Email address, and Accountant Phone number.

  6. Check the box that they are not a firm employee.

  7. Click Request Free License.
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Note: The free accountant license has a 24-hour approval wait period. We must verify that the free accountant user is a third-party accountant and not a firm user.

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