Enhancing Collaboration
Taxaroo’s Team Member Accounts feature allows you to create individual accounts for your team members, fostering seamless collaboration within your firm. By granting varying access levels, you ensure that everyone can contribute effectively to their tasks without compromising data security or confidentiality.
Role-Based Access
Define the level of access and permissions for each team member based on their roles, maintaining control over sensitive information.
Improved Collaboration
Promote teamwork by allowing team members to access and work on clients concurrently, reducing bottlenecks and enhancing productivity.
Track Progress
Monitor the progress of tasks and identify bottlenecks by tracking team member activities within their respective accounts.
Build an Efficient Team
By establishing individual accounts for your team members, you enable a more efficient and streamlined workflow. Taxaroo’s accounts are designed to make your firm’s internal processes more transparent, manageable, and efficient, promoting higher productivity and better service delivery.
Easy Setup and Management
Creating and managing Team Member Accounts in Taxaroo is effortless. You can easily set up accounts, define roles, and monitor activities right from your firm’s dashboard. With Taxaroo, you can efficiently manage your team and streamline your workflow without compromising on security.
- 14-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 14-day free trial
- Cancel anytime
- 100% Money-Back Guarantee