To get your accounting firm set up efficiently, start by inviting your team members to join your TaxTank account. Here’s how:
Navigate to the Users Menu
From the top-right dropdown, select Users. Alternatively, you can click the Invite Team task from the onboarding checklist.
Add Team Members Individually
Click Add Team Member.
Fill in their first name, last name, and email address.
Click Add Employee to continue adding more.
Bulk Invite Using a CSV
Download the provided CSV template.
Add your team members' details.
Save and import the file back into TaxTank.
Send Invites
Once you're ready, click the Invite button to send the invitations.
Pending invites will appear in the Invitations tab until accepted.
Your team members will receive an email with instructions to join your accounting firm in TaxTank.
