Users, roles and clients
- Firm admins change firm settings, add and remove users, and manage billing. Members work clients and engagements.
- Add users in Firm settings → Users. They can sign in with Google, Microsoft, an emailed link, or a password you set.
- Turning a user's access off signs them out everywhere. A firm always needs at least one active admin.
- On each client you can pick the partner, manager, reviewer and preparer from your users. The client's partner signs that client's workbooks.
- Archive an engagement or client to tidy your lists; Delete (admins only) removes it permanently.
More guides: Getting started · Get clients from the Find a CPA directory · What to upload · Working the open items · Print the tax file (for preparers who work on paper) · The client email (PBC list)