Team Management
Add team members, set up their access to clients and to TaxDome features
- Manage Team (Use Case): Plan time budget for jobs
- Manage Team (Basic): Account roles
- Manage Team (Use Case): Best practices for handling seasonal employees
- Manage team (Advanced): Use shared client account for team communication & internal time tracking
- Manage team (Basic): Activity feed
- Manage Team (Advanced): Weekly capacity
- Workflow (Advanced): Using account roles