Accounting Firms
Find all the necessary information to have your account set up and support your clients.
Payment Management
- Payment Processing Time
- How to Reschedule an Expired payment?
- How to Approve a payment scheduled by a Team Member?
- What is Express Direct Debit?
- How to schedule a Reminder
- Understanding Tax Sub-Type Categories
- Understanding Payment Statuses
- How to Schedule a Provincial Payment
Client Management
- How can I add Clients to TaxPay?
- Manage Clients Settings
- How can I remove a Client from TaxPay?
- How can I reactivate a deleted Client?
- How to add a Client
- How to Reassign Clients
- Client Invite Statuses
- How to add Alberta or Quebec Tax Accounts
Account Management
- How to I create my Firm or Bookkeeping account?
- How to resend Invitations for Team Members?
- How to manage my Email Digest?
- Adding Team Members to Your TaxPay Account
- What is Skip Client Approval?
- How to Add a Team Member
- How to Update Client Access for your Team Members
- How to Update Team Permissions
- How to use Bill Reseller Feature