Managing Users
How to invite property co-owners, accountants and advisors to your TaxTank
6 articles
Property co-owners
Learn how to manage property co-owners effectively in TaxTank to ensure seamless collaboration and ownership tracking for shared properties.
- How to share properties with co-ownersExplore how to share properties with co-owners in TaxTank to optimise property management and streamline collaboration effortlessly.
- Does my partner/husband/wife need their own account?Discover if your partner/husband/wife requires their own TaxTank account for efficient tax management. Get clarity on user roles and access.
Accountants & Advisors
Learn the process of inviting your accountant or advisor to TaxTank or accepting an invitation from your accountant.
- How to invite your Accountant or accept an inviteLearn how to invite, accept and manage your accountant's access to your TaxTank account.
- How to remove or replace your accountantDiscover how to remove or replace your accountant in TaxTank to ensure smooth transition and effective management of financial accounts.
- How to invite your Advisors & Property Mentors or accept an invite.Learn how to invite, accept and manage invites to your advisors to access your TaxTank account.
- How many accountants and advisors you can invite to TaxTankWe’ve made it easy for you to invite 1 accounting firm and as many advisors as you need to TaxTank.