At TaxTank, we understand the importance of having the right support when managing your finances. That's why we’ve made it easy for you to invite 1 accounting firm and as many advisors as you need.
Whether you’re working with financial advisors, brokers, property groups, or other professionals, our platform allows seamless collaboration to ensure your financial management is in good hands.
While only one accounting firm can be invited to your account, any team members within that firm who have “manager” level permissions will be able to access your account. This means multiple accountants within your chosen firm can view and manage your data—so you're not limited to just one set of eyes.
You can also easily manage multiple subscriptions from one place (for example, multiple family members) by setting up an Advisor Account.