Tax Professionals
- What are the Role Settings available for Staff Management?
- I am a business owner. How do I add my staff members and assign businesses to them?
- I am a Tax Professional. Is there an option to add my staff members to this account and allow them to manage my client's businesses?
- How do I edit a staff member’s role?
- Can I deactivate a staff member’s TaxBandits access?
- How does my staff member access the Taxbandits account?
- What is the use of bulk upload templates in TaxBandits?
- How to access bulk upload templates?
- How to access the bulk upload template from the grid menu?
- What are the file formats supported in the bulk upload template?
- What is the use of secure upload?
- Can I transmit my own template in Secure Upload?
- How to use secure upload?
- How much time does it take to upload the file in Secure Upload?
- What is the purpose of the Client Management feature in TaxBandits?
- How to enable the Client Portal?
- How does my client access their Portal?
- Can I communicate with my clients to review their forms before filing?
- How can I view the observations and files shared by my clients?
- What benefits does the client portal feature offer to Tax Professionals?
- Can I disable the Client Portal Access?
- Can I share the forms with my clients from TaxBandits?
- I am having trouble with the file I uploaded. It seems to be invalid. What can I do to resolve this issue?
- Can I disable sharing the forms after sharing them with the clients?
- How do I add an office location for the staff member?
- Can I remove the staff assigned to the office location?
- How do I remove a business assigned to the office location?
- I have added my staff and assigned businesses to them. Will they receive all emails from TaxBandits?