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Add or Remove Team Members

Requires Admin level access

If you are an Admin for your Firm or Team, you may add and remove team members from the Workspace.

ADD a team member

Type their email address, click Add. Tell them to visit https://secure.taxstatus.com to log in. We will not send any notifications to your team members. 

The first time each team member logs in, they'll be required to verify their identity using ID.me. At subsequent logins, they can choose to sign in using ID.me or manually (MFA code sent to their mobile phone).

 

CHANGE ACCESS LEVEL

Use the dropdown menu to adjust their access level. Admins may add/remove team members.

 

REMOVE a team member

Click the X next to the team member's name. You will be asked to confirm that you want to remove them.