Firm administration
Firm accounts
Manage firm members and the one portal login for each client record. A temporary-password account has no tenant access until its user chooses a private password.
Create firm member
A member can work across this firm’s clients but cannot publish, override, close engagements, or administer accounts.
Active firm members
These members have chosen a private password and can work across this firm’s client records.
Firm members awaiting private password
These members cannot access firm data until they replace their temporary password.
Suspended firm members
These memberships are paused and can be reactivated by a firm owner.
Create client account
Confirm the email address through your normal client-contact process before creating the account. No email is sent by TaxSig.
Set a temporary password
This immediately pauses the selected client account’s record access. The client must choose a new private password at their next sign-in.
Active client accounts
These accounts are linked to their one client record and can use the portal.
Awaiting private password
These accounts are safely held outside every client record until the client changes the temporary password. You can issue a replacement temporary password above if needed.