In TaxTank, each person needs their own subscription to manage their personal income, expenses, and investments based on their individual ownership and claim percentages. But if you’re the one keeping everything up to date for the family, switching between logins can be a pain.
Good news: you can manage all your family’s TaxTank accounts from one place by setting up a Family Advisor Account. Here’s how:
Step 1 – Create a Family Advisor Account
Go to the Register page.
Select "Family Advisor" as your account type.
Enter a Group Name (e.g. "Smith Family") and fill out the registration form.
Check your inbox and verify your email.
Log in to your new Family Advisor Account.
Step 2 – Invite yourself and family members as clients
Once logged in, go to the "Clients" tab.
Click "Add Clients".
Enter the names and email addresses of each individual TaxTank account you want to manage.
💡 Need to set up multiple accounts using the same email?
Use a small email trick: just add “+1” to your existing email. For example: mike@taxtank.com.au → mike+1@taxtank.com.au.
Step 3 – Accept the invitations in each account
Log out of your Family Advisor Account.
Log in to each individual TaxTank account.
Go to the "Users" tab and click on "Advisors".
Accept the pending invitation.
Step 4 – Start Managing Everything in One Place
Once you’ve accepted the invites in each account:
Log back into your Family Advisor Account.
Use the dropdown in your dashboard to switch between clients.
You're now ready to manage everything from one login.
That’s it! No more logging in and out across accounts. You can keep track of everyone’s tax and finances from one dashboard.