Manage clients and partners in your accountant directory

How to manage access by accountant

  1. Make sure you are the Firm Admin for your firm.
  2. Sign in to your partner dashboard.
  3. Navigate to the Directory tab.
  4. Click on Team Members to view the accountants with your firm.
  5. Select your team member's name.
  6. Click on Manage Access, and use the + button to add clients or the x button to remove access.
  7. Click Update to save your changes.

How to bulk add accountants to a client

  1. Make sure you are the Firm Admin for your firm.
  2. Sign in to your partner dashboard.
  3. Navigate to the Directory tab.
  4. Click on Clients.
  5. Click on X team members to view and manage access to the client.
  6. Click on Manage Access, and use the + button to add clients or the x button to remove access.
  7. Click Update to save your changes.

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