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Accountants' Platform
Accountants' Platform
Everything you need to onboard your accounting firm and invite your clients to TaxTank
7 articles
Getting started with TaxTank for Accounting FirmsLearn how to use the onboarding checklist tasks to ensure your accounting firm onboards as quickly as possible.
How to invite your team to TaxTank (Accountants)Learn how to invite your team to TaxTank so your accounting firm can collaborate, manage clients, and access tax data in real time.
How to set team member permissions (Accountants)Learn how to set team member permissions in TaxTank and control access to client data across your accounting team.
How to invite your clients (Accountants)Learn how to invite your clients to TaxTank and connect in real time to simplify data sharing and collaboration for your accounting firm.
How to access real-time client information in TaxTank (Accountants)Learn how to access real-time client data in TaxTank, from tax forecasts to live reports and investment tracking.
How the tax review process works for Accounting firmsLearn how the review process works so you can streamline the traditional tax time process, effectively manage WIP, and monitor team workload
How to use the streamlined Tax Return process in TaxTankLearn how to use TaxTank’s streamlined tax return process with review requests and transparent WIP management.