Tax firm
Employee Accounts
Create tax-firm employee accounts, maintain role and status, reset passwords, and assign clients.
What this menu does
Control which employees can sign in and which clients they can work on.
Where to find it
Tax Firm navigation: Employees & Permissions → Employee Accounts.
When to use it
- Create or edit an employee.
- Enable or disable sign-in.
- Reset the employee password.
- Assign responsible clients from employee detail.
Before you begin
- Sign in to the Tax Firm portal.
- The account must be allowed to view this menu.
Page regions
- 01Name/email, role, and status filters
- 02Employee list
- 03Create/edit dialog
- 04Employee detail
- 05Assigned-client transfer
- 06Status confirmation
- 07One-time password result
Supported operations
Create or edit an employee
- 1
Select Create employee or Edit on a row.
- 2
Enter a valid email, name, and role.
- 3
Save and review the row or open Details for full configuration.
- 4
For a new account, copy the one-time temporary password and record secure delivery.
The employee account is created or updated in the current firm.
Assign clients
- 1
Open Employee details.
- 2
Select Assign clients.
- 3
Move the required clients into the assigned list and save.
- 4
Review partial-failure messages and confirm the final assigned-client list.
The employee sees only the assigned clients unless their administrator role grants firm-wide access.
Maintain sign-in status or reset password
- 1
Choose Enable, Disable, or Reset password for the verified employee.
- 2
Read the impact and enter the required reason.
- 3
Confirm once.
- 4
For password reset, securely deliver the one-time temporary password.
Status or password changes are recorded; disabled employees cannot sign in.
Business rules and fields
- Employee roles are fixed roles shown in Roles & Permissions.
- Client assignments and role permissions both apply.
- Password results are one-time and must not be stored in public notes.
States you may see
What happens next
- Employee access stays aligned with firm role and client responsibility.
Common problems
The menu, client, or action is missing.
The employee role, client assignment, or current record status does not allow it.
Ask a firm administrator to verify the employee role and client assignment, then reopen the page.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.