TaxPay v 2.5
Introducing Firm Accounts 🏢 A new structure to better support Accounting Firm & Bookkeepers with the following changes
🆕 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.
Improved 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.
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