Team (Basic): Account Access

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

There are three overall different ways to handle granting employees access to accounts. You can grant them default access to all accounts, assign them to only selected accounts, or assign them to accounts at specific job stages by using our pipeline automations.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

There are three overall different ways to handle granting employees access to accounts. You can grant them default access to all accounts, assign them to only selected accounts, or assign them to accounts at specific job stages by using our pipeline automations.