Payroll, benefits, HR and more.
- Payroll
- Benefits
- Team Management
- Accounting & Integrations
- Employees & Contractors
- Account Setup & Maintenance
- State Registration & Compliance

Manage your firm directory
How to manage access and permissions by accountant
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Sign in to your Partner dashboard.
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Make sure you’re the Firm Admin for your firm.
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Navigate to the Firm directory section of your account.
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View the accountants with your firm from the Firm members tab.
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Click Edit next to the firm member’s name you’d like to manage access for.
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Click on Manage clients button or click Edit Permissions based on your need.
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Manage clients - use the + button to add clients or the x button to remove access, then click Update to save your changes.
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Edit Permissions - Select whether you’d like to give the member full access, or select permissions, and follow the prompts to update.
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Full access - choose full access to allow your admin to do everything you can (other than create admins).
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Select permissions - choose select permissions to assign specific permissions related to payroll, HR, and benefits.
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How to bulk add accountants to a client
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Sign in to your partner dashboard.
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Make sure you are the Firm Admin for your firm.
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Navigate to the Firm directory section of your account.
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Click the Clients tab.
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Click on Edit next to the client name to view and manage access.
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Click on Manage access, and use the + button to add members or the x button to remove access.
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Click Update to save your changes.
Payroll, benefits, HR and more.