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TaxPay v 2.5

Introducing Firm Accounts 🏢  A new structure to better support Accounting Firm & Bookkeepers with the following changes

Screenshot 2024-09-27 at 12.28.15 PM🆕 Client Management 🔎

We updated your settings so you can reassign clients to different accountants and choose who has visibility to your clients. You can maintain and update at any given time. 

 

 

Screenshot 2024-09-27 at 12.26.26 PMImproved Permissions 🔐

Team members can now be grouped under a Main Firm and have different roles and permissions. These default account types  offer better visibility and still allow custom permissions

New Account Types are:

  • Admin
  • Team Member
  • Read Only

 

Updated UI 💻

We've made improvements the user interface to better identify properties within the platform.

Screenshot 2024-09-27 at 12.24.28 PM

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