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Add or Remove Team Members

Admins can manage team members for your firm

As an Admin, you can add and remove team members and change their authority level. You can add as many team members as you need. There is no extra charge for additional users.

Before You Begin

  • All you need are the work email addresses for the team members you would like to have access to your firm.

Adding a team member + how to remove a member

  1. Go to Team. 
  2. Enter email address for the team member you want to add. 
  3. Click Add Team Member - this sends your team member an email invitation (see below).
  4. Use the dropdown next to a team member's name to set their role to Admin or Member. Admins can manage team members. 
  5. Click the "X" to remove a member. 

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When a team member has signed in at least once, their first and last name will be shown. 

Email Invitation

In Step 3 above, when you click Add Team Member, TaxStatus automatically sends your team member a welcome email with a link to create their account. You can also simply tell them to log in at secure.taxstatus.com. 

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User Verification

The first time each team member tries to view client information, they must verify their identity by providing a government ID and taking a live selfie. This security measure confirms that each team member uses unique login credentials. 

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