How do I add additional users to my Briefcase account?

Last updated: September 21, 2025

As a client, you are not able to invite additional users to Briefcase yourself.

What do to instead?

Please reach out to your accountants and share the email address of those you wish to add to your Briefcase account. They will then share an invite link through an onboarding email.

👉 Share the following guide with team members you are inviting to Briefcase to help them as they get setup:

📄 How to get started with Briefcase as a client