Delegate with confidence using our accounting team management platform

How to add team members to your firm

• Access team settings: Navigate to the Team section in your Accountant’s Dashboard
• Send invitations: Quickly add new team members with just their email address
• Set initial access levels: Decide whether members are limited to specific clients or get firm-wide access

How to customize user permissions

• Admin role setup: Grant full access to trusted managers who need comprehensive control
• Accountant role configuration: Provide the right balance of permissions and restrictions for accounting staff
• Contributor role assignment: Set up limited permissions for team members who only need specific access

How to create efficient client assignments

• Match team members to clients: Assign the right people to manage specific client accounts
• Balance workloads: Distribute client management responsibilities across your team
• Adjust assignments: Easily modify client assignments as your team evolves

How to implement security controls

• Create approval thresholds: Set dollar amounts that trigger payment approvals
• Design approval chains: Establish who needs to approve which types of transactions
• Monitor team activity: Maintain visibility into all team member actions within the platform