Accountants & Advisors
Learn the process of inviting your accountant or advisor to TaxTank or accepting an invitation from your accountant.
4 articles
How to invite your Accountant or accept an invite.Learn 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.