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Team Management

Add team members, set up their access to clients and to TaxDome features

  • 🤝Team Management: Onboarding Checklist
  • 🙌 Team Management: Our Most Widely Used Features
  • Team (Basic): Owner, Admin, Employee Roles
  • Team (Basic): Add a Team Member
  • Team (Basic): Team Member Registration & Set-Up
  • Team (Basic): Employee Access Rights
  • Team (Basic): Access & Assignees
  • Team (Basic): Account Access
  • Team (Basic): Account Followers
  • Team (Basic): @mentions
  • Team (Advanced): Change the Firm Owner
  • Team (Basic): See the Read-Only View of an Employee’s Portal
  • Team (Advanced): Edit a Team Member’s Personal Details
  • Team (Basic): Deactivate & Restore Team Members
  • Team (Advanced): Reset & Change a Team Member’s Password
  • Team (Advanced): Recycle a Team Member’s Email Address
  • Firm Wiki Pages (Basic): Create, Edit & Delete
  • Wiki-Page List (Basic): View, Filter, Search, Sort
  • Firm Wiki Pages (Advanced): Adding Them to Jobs
  • Big Firms (Basic): Regular Audit Processes
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