Colorado Society of CPAs names Alicia Gelinas, CPA, President and CEO - Read More.

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You can access your organization’s roster anytime by visiting the Organization Roster page under your account settings. From here, you can add or remove seats, manage your teams, and download invoices or receipts.


Manage automatic payments for your organization

Automatic payments make it easier to manage your teams’ memberships. To opt in or out of automatic payments:

  1. Go to your organization’s roster page (by using the dropdown menu next to your name when logged in).
  2. Scroll down to the team that you’d like to set up for automatic payments.
  3. Use the “Auto-Pay” toggle to choose the appropriate option.
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