About this Guide

A guide to managing staff access, client list access security and staff mail subscriptions.

How to use this Guide

Each intermediary has different access and security requirements. The Manage agency functions in the Tax preparer tab allow you to tailor your staff and client access controls.
Owners, administrators and restricted administrators can manage access roles and account permissions for the agencies own business accounts from the Settings menu.

Tax agents can:

• choose where client mail and refunds are sent to
• link to a customer master link that gives access to a client’s customer level mail.

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