Firm and account
Your firm's users, seats, plan and billing
By Andy1 author14 articles
- Add your team in bulk
- Build a custom role
- Change someone's role, or deactivate them
- Choose who sees which clients
- Export all your firm's data
- Invite someone to your firm
- Read and export the audit log
- Set up single sign-on (SSO)
- Set your tax software for exports
- Subscribe to webhook events
- Turn AI features on or off
- User roles, and what each one can do
- What's in Settings
- Your plan and your seats