Accepted
The Client has accepted the invite from the Firm /
Accountant manager to TaxPay to see their scheduled payments and manage their payment approvals.
Sent
The Client has been sent an invitation to manage their account by the Firm / Accountant. However, the client has not yet confirmed
their access. Accountant / Firm can resend invites as required.
Pending
The client has not yet received an invitation to manage their TaxPay account from the Firm / Accountant.
🆘 👋 If you ever need help, please feel free to reach out to support@taxpay.ai. We're here to help you!