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Remove firm members from your Partner account

If you are a Firm Admin, you may add or remove individuals from your accounting firm.

Remove a firm member

  1. Sign into your Partner dashboard.
  2. Navigate to the Directory tab.
  3. Click on Team Members to view the accountants with your firm.
  4. Select your team member's name.
  5. Click Remove Firm Member.
  6. Select if you would like to revoke all access from this member.
    • If you select to revoke all access you will be asked to reassign those clients to the firm admin or another member.
    • If the member is the primary admin of any accounts they will be asked to assign new primary admins for those accounts.
    • If you select to allow the member to maintain access, we will notify you which clients you will be losing from your firm. 
    • If someone at your firm is the primary admin of an account you are losing, we will ask you to assign a new primary admin.

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