Manage Team (Basic): Add a Team Member
Ready to expand your practice? Team members could be easily added to TaxDome account, either on a monthly or yearly subscription basis.
Covered here:
Adding a team member
A team member can be added to your firm:
Adding a team member during the firm registration
The team member can be invited during the firm registration process. If the firm size you have selected is 2+, you will be prompted to send invitations to your team members. You can invite up to 10 team members. Enter their emails and click Invite now. Click + Add more if you want to send more invitations than suggested, or click the trash icon to remove the extra fields.
Once your new team member’s account has been created, TaxDome will send them an activation request by email. After they’ve accepted the request and created a password, their account will be ready to go.
The new team member will be able to access their account by going to TaxDome.com or your custom domain URL and entering their email address and password. Their first steps in setting up their account are described here.
Adding a team member for the already registered firms
To create a team member account from the portal, follow these steps:
1. Go to Settings > Team & plans from the left menu bar, open the Team members tab, then click on the Add team member link.
2. In the Add team member section, enter the team member’s personal details: their first name, middle name, last name, and email address.
3. Select the team member's role: Employee or Admin. Read more on roles in the article.
Note! Only firm Owner can add Admins. Admins can add Employees only.
4. When adding the Employee, in the Access Rights section, enable the rights they will need by clicking on the on/off toggles. If you are unsure, don't give any access rights at this time. You can do it anytime later. Please refer to Employee Access Rights article to find out more on this.
5. Click the Send Invite button.
6. Each team member at your firm will need their own separate monthly or annual subscription, also called a license, in order to access all of TaxDome’s features. If you change staff in the middle of a subscription cycle, you can always free up a previous employee’s annual license and use it for a new team member. Thus, the next step depends on your status and the availability of licenses.
- If your TaxDome trial has not yet expired, you’ll have access to all of the TaxDome features. Your account can be used without any limitations till your trial period ends.
- If you’ve already bought a subscription for your firm, you’ll be prompted to add an additional license for each new user. Decide on the best license period for each team member. Remember that multi-year options for the team members (Currently available in the US, Canada, Australia and New Zealand) will be available only if you have chosen a multi-year plan for the firm owner (read more about licenses here).
- If you've already purchased, for example, a one-year subscription for your firm, you can opt for an even longer duration when adding a new employee. Our calculator will show you the cost for adding a new license, extending your own, calculate your potential savings, and provide a new expiration date.
- If you have an available user license (either annual or monthly), you can use it and won’t need to buy a new one. You can free up existing licenses by deactivating team members who are no longer working at your firm.
7. Click the Confirm button.
Once your new team member’s account has been created, TaxDome will send them an activation request by email. After they’ve accepted the request and created a password, their account will be ready to go.
The new team member will be able to access their account by going to TaxDome.com or your custom domain URL and entering their email address and password. Their first steps in setting up their account are described here.
Failed payments for additional and upgraded licenses
Once you submit payment for an additional license -- to add a new team member subscription or upgrade an existing one, -- payment processing begins.
If the payment fails (e.g. in case of insufficient funds), you will be informed via email, and you'll see a notification at the top of your screen showing the team member accounts you tried to activate:
Click on the notification to enter your card or bank debit info and retry the payment.
Otherwise, the system will try to charge your card or bank account a few days later and, if the payment fails again, your subscription will become past-due.
Attention! If your subscription becomes past-due, you, your team and your clients lose access to TaxDome and can't access the web portal anymore until your payment method has been updated. (Here's more info on past-due subscriptions.)