How does my staff member access the Taxbandits account?
147 views | Last modified 12/6/2023 4:13:49 AM EST | Added by TaxBandits Team

To allow your staff member to access the TaxBandits account, you first need to add and invite them.

Once the staff member is added, they will receive an email invite granting them Staff Access to the TaxBandits account.

To continue accessing the account, they must create a login password. Once the password has been set, your staff can sign in to the Taxbandits account and will have access and permissions to the businesses you assigned to them. 

As the admin, you can manage your staff anytime from your settings. You can even deactivate the staff access or review their activity through the activity log.

If you’re a tax professional trying to add staff members to the TaxBandits account, click here.

If you’re a business owner who wants to add and invite staff members to the Taxbandits account, click here.