Team Management and Permissions for CPA Firms

Control who can do what across your firm with role-based access, granular permissions, and group-based client assignments.

What Roles Are Available?

RoleDescription
OwnerFull access to the firm account. Can manage billing, team members, and all firm settings.
AdminManages team members, client binders, and firm settings. Cannot modify billing or ownership.
Team MemberAccess determined by assigned permissions. Can be limited to specific capabilities like viewing or creating binders.

How Does Team Management Work?

1

Invite Team Members

Add team members by email. They receive an invitation and set up their account in minutes.

2

Assign Roles

Choose a role for each team member: Owner, Admin, or Team Member. Each role has a defined set of default capabilities.

3

Set Granular Permissions

Fine-tune what each person can do with specific permissions like createBinders, manageBinders, and manageDocumentTypes.

4

Organize into Groups

Create groups for service lines or teams and assign client binders to groups for efficient workload distribution.

What Are the Key Team Management Capabilities?

Role-Based Access Control

Three predefined roles (Owner, Admin, Team Member) with clear capability boundaries.

Granular Permissions

Control specific actions like createBinders, manageBinders, and manageDocumentTypes at the individual level.

Group-Based Assignments

Organize team members into groups and assign client binders to groups rather than individuals.

Easy Onboarding

Invite team members by email. They create their account and start working immediately with assigned permissions.

Secure by Default

Team members only see what their role and permissions allow. Sensitive client data stays protected.

Flexible Configuration

Adjust roles and permissions as your firm grows. Promote team members, add new groups, or modify permissions anytime.

Why Does Team Management Matter for CPA Firms?

Problem: Every team member has full access to all client data

Solution: Role-based access control ensures team members only see and do what their role permits.

Problem: No way to restrict junior staff from modifying binder settings

Solution: Granular permissions let you give junior staff read access while reserving creation and management for senior team members.

Problem: Assigning clients to individuals creates bottlenecks

Solution: Group-based assignments let you assign binders to teams, so any available group member can handle the work.

Problem: Adding new team members requires IT involvement

Solution: Invite by email, assign a role, and set permissions — all within the Taxhance interface. No IT tickets needed.

Frequently Asked Questions

What roles are available in Taxhance?
Taxhance offers three roles: Owner (full firm access), Admin (manages team and settings), and Team Member (access based on assigned permissions). Each role has a defined set of capabilities that can be further refined with granular permissions.
What granular permissions can I assign?
Permissions include createBinders, manageBinders, manageDocumentTypes, and others. These let you control exactly what each team member can do — for example, allowing a junior staff member to view binders but not create or delete them.
How much does adding a team member cost?
Additional team members cost $25 per month billed annually or $30 per month billed monthly. The base plan at $39/mo (annual) or $49/mo (monthly) includes the firm owner. All team members get a 21-day free trial.
Can I organize team members into groups?
Yes. Taxhance supports group-based assignments, allowing you to organize team members into groups and assign client binders to groups rather than individuals. This is useful for firms with dedicated teams for different service lines.

Start Your 21-Day Free Trial

Set up your team with the right roles and permissions in minutes. No credit card required. Plans start at $39/mo billed annually.

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