Team member accounts
How to add, edit, and manage team member accounts in TaxDome.
Actions with team members and seats
Add team members. Reassign, swap seats, change types, and more.
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 & restore team members
Free up seats, restore team members when needed.