Team Management

Add team members, set up their access to clients and to TaxDome features.

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• Team (Basic): Owner, Admin, Employee Roles
• Team (Basic): Add a Team Member
• Team (Basic): Team Member Registration & Set-Up
• Team (Basic): Employee Access Rights
• Team (Basic): Assignees
• Team (Basic): Account Access
• Team (Basic): Account Followers
• Team (Basic): @mentions
• Team (Advanced): Change the Firm Owner
• Team (Basic): See the Read-Only View of an Employee’s Portal
• Team (Advanced): Edit a Team Member’s Personal Details
• Team (Basic): Deactivate & Restore Team Members
• Team (Advanced): Reset & Change a Team Member’s Password
• Team (Advanced): Recycle a Team Member’s Email Address