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Portal Access: Multiple Logins & Profiles

Portal Access: Multiple Logins & Profiles
1 Min

Sometimes it’s handy to have multiple users accessing one client profile at TaxDome. For instance, if you have a non-personal profile (i.e. you are an organization), you’ll likely want to give several people access to it. Or  you might be an individual client and you may want your spouse to have access to your account. It can also happen that one person requires access to several different accounts (for example, an account for organization you work in, a personal account, etc.).  This is why we have given you the option of Multiple Logins.

 

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Document

Portal Access: Multiple Logins & Profiles

Sometimes it’s handy to have multiple users accessing one client profile at TaxDome. For instance, if you have a non-personal profile (i.e. you are an organization), you’ll likely want to give several people access to it. Or  you might be an individual client and you may want your spouse to have access to your account. It can also happen that one person requires access to several different accounts (for example, an account for organization you work in, a personal account, etc.).  This is why we have given you the option of Multiple Logins.