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 by accountant
- Make sure you are the Firm Admin for your firm.
- Sign in to your partner dashboard.
- Navigate to the Firm Directory tab.
- Click on Team Members to view the accountants with your firm.
- Select your team member's name.
- Click on Manage Access, and use the + button to add clients or the x button to remove access.
- Click Update to save your changes.
How to bulk add accountants to a client
- Make sure you are the Firm Admin for your firm.
- Sign in to your partner dashboard.
- Navigate to the Firm Directory tab.
- Click on Clients.
- Click on X team members to view and manage access to the client.
- Click on Manage Access, and use the + button to add clients or the x button to remove access.
- Click Update to save your changes.
Payroll, benefits, HR and more.