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How to remove or replace your accountant
How to remove or replace your accountant

Discover how to remove or replace your accountant in TaxTank to ensure smooth transition and effective management of financial accounts.

Updated over a week ago

To remove an accountant navigate to the 'Users' page, from there select 'Accountants' at the top of the page.

Gif image of user navigating in TaxTank to the User page to remove Accountant

Then, hit the red 'Remove' button. The accountant will be removed immediately and no longer able to share information.

Gif image of how to remove Accountant in TaxTank

Alternatively, you can select the 'invite' button and invite another accountant, as soon as they accept the invitation, your previous accountant will be removed automatically.

FYI. You can only have one accountant at a time.

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