Upgrade to a Team plan
Upgrade an existing Solo account to a Team plan and invite members to your organisation.
Before you begin
- A Team plan is for 2–4 people.
- View current Team pricing.
- Have your members’ email addresses ready. You can also invite them after upgrading.
- For 5 or more people, use a Firm plan and contact us.
Upgrade your account
- Sign in to your Tax Nuggets Academy account.
- Select the circle containing your initial, then select Billing.
- Select Upgrade To Teams.
- Set the quantity to your Team size, then select Upgrade To Teams. You can start with two seats and add more later.
- Enter your organisation name, then select Create Organisation.
- Enter each member’s email address on a separate line.
- Select Send Invites, or select Skip, I’ll Do This Later.
Billing adjustment
The upgrade may apply a prorated credit for unused time on the previous plan and a prorated charge for the new Team plan.
Fix an invitation mistake
If you entered the wrong email address:
- Open Users, then select the Invitations tab.
- Open the three-dot menu beside the invitation.
- Select Cancel invite, then Cancel Invitation.
- Select + Invite Users, enter the correct email address and select Send Invites.
If you have reached your seat limit, increase the Team’s billed seats before inviting another member, or deactivate a member you no longer need.