What are the different types of roles an agent can have within a tax firm?

What are the different types of roles an agent can have within a tax firm?

What are the different types of roles an agent can have within a tax firm? 150 150 Support

There are three types of roles an agent can be assigned.

Lead: Someone who has authority to act on behalf of the tax firm, and the ability to edit and delete other users, including Administrators. A Lead Agent has full access over all client accounts linked to the firm (except for private accounts).

Administrator: An Administrator has full access over all client accounts linked to the firm.

Standard: A Standard user has access to their own client accounts but they do not see all clients who are associated to their colleagues, unless they specifically seek access to them. They have a narrower view of their firm’s client base than Administrators.

When someone has sought permission to join the tax firm, but has not yet been granted access, they are recorded as ‘Pending’. These persons cannot see any client-related data associated to the firm until their access has been approved.

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