Accountants' Platform
Everything you need to onboard your accounting firm and invite your clients to TaxTank
12 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 accept your client's inviteLearn how to accept client invites in TaxTank whether you're a new firm or already set up, and start managing clients straight away.
- 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.
- Client onboarding checklist for accountantsLearn how to onboard new clients quickly and smoothly with our Client Onboarding Checklist for consistent, error-free setups every time.
- Tax return review checklist for accountantsLearn how to use our Tax Return Review Checklist to ensure thorough, consistent client file reviews and faster, error-free lodgements.
- How to Assign Clients to Accountants in TaxTankLearn how to assign clients to accountants in TaxTank. Discover how initial client allocation works, how access levels like Employee and Manager affect permissions, and how to reassign clients to…
- How to Transfer Clients to Another Accountant in TaxTankLearn how to transfer clients to another accountant in TaxTank. This guide explains who can transfer clients, step-by-step instructions, and important notes about permissions to ensure client accounts are always…