Manage team member accounts
How to add, edit and manage team member accounts in TaxDome.
Bring your team to TaxDome
Intro to inviting your team in TaxDome: roles, account access, and more.
Add a team member
Add team members from your portal or during firm registration.
Employee access rights
Control what each team member can see or do in the portal.
Edit team member personal details
Firm owners and admins can edit personal and login details for any team member.
See the read-only view of an employee’s portal
Firm owners and admins can view an employee’s portal in read-only mode to provide support or verify access.
Recycle a team member’s email address
Update a deactivated team member’s login details to repurpose their email address for another team member.
Reset & change team member password
Firm owners and admins can reset or change a team member’s password.
Deactivate and restore team members
Deactivate a team member's account, and restore it when needed.