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Firm owner creates a team member account, who then sets up their password.
After that, the team member can edit their personal and login details, turn on two-factor authentication, select types of notifications to receive, and connect email to TaxDome.
Learn more: https://help.taxdome.com/article/192-team-member-registration-and-set-up
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
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Activating Team Member Account
Firm owner creates a team member account, who then sets up their password.
After that, the team member can edit their personal and login details, turn on two-factor authentication, select types of notifications to receive, and connect email to TaxDome.
Learn more: https://help.taxdome.com/article/192-team-member-registration-and-set-up
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.