How does staff management work in TaxExemptBonds?
Last modified 8/7/2024 1:25:56 PM EST |

TaxExepmtBonds staff management system allows you to invite your team members and have them assist you in the filing process. Here is how it works:

• Add and Invite staff - Provide the basic details of the staff, such as Name and email address. Your staff will receive an email with a link to access your filings in TaxExemptBonds.
• Assign Roles - You can choose to assign specific roles for your staff as Preparer (or) Preparer and Approver. To learn more about role settings, click here. 
• Assign Organizations - You can assign specific organizations to your staff members and have them manage the associated filings.