Operations & administration
Manage clients and monitor firm work
Use the tax-firm portal to manage client companies, staff access, recognition exceptions, audit records, templates, and tags.
When to use it
- Create and maintain a client company
- Assign staff and roles
- Follow up recognition or high-risk activity
Before you begin
- Sign in to the tax-firm portal
- Have the relevant firm-level permission
How to use it
- 01
Review the firm dashboard
Start with follow-up clients, recent high-risk actions, and plan usage.
- 02
Maintain clients
Open Client Companies & Portal Accounts to manage client lifecycle, ownership, and portal access.
- 03
Maintain staff access
Use Employees & Permissions to manage accounts, roles, and client assignments.
- 04
Monitor processing
Review invoice-recognition monitoring and audit logs before entering a client workspace to resolve an issue.
System screenshot
What happens next
Firm-level configuration and follow-up work stay separated from company-specific accounting records.
Good to know
- Portal accounts do not consume firm staff-account quota.
- Use audit records for investigation; do not infer business completion from a dashboard count alone.