Welcome to TaxAdvantage!
TaxAdvantage is your central hub for managing tax-related requests and tracking deliverables with Armanino. This guide will help you get started with guidance on how to:
Access the platform
Manage clients
Navigate through the application
Get started with key features: Information Requests & Status Tracker
Leverage support resources
Accessing TaxAdvantage
Expand to learn more!
Expand to learn more!
Today, you will access Armanino Access and TaxAdvantage by visiting https://auditor.armanino.app/tax. Please bookmark it!
Your account is enabled with Single Sign-On. To login, all you need to do is click the 'Login with SSO' button (you do not need a username and password).
Managing Clients
Expand to learn more!
Expand to learn more!
Clients Page: Navigate to the Clients page from the side menu or the Manage My Clients button from the dashboard. The clients page will show a list of a) assigned clients and b) all other clients set up in TaxAdvantage.
Managing My Clients: Make it easy to find and navigate to your engagements by assigning yourself to clients. You must be assigned to access a client.
Add a Client: Don’t see your client? Submit your request through the new client request form. The TaxAdvantage Support Team manages the creation of new clients.
Select a Client: Click on a client name or the ‘Select’ button to open a client
Navigate TaxAdvantage
Expand to learn more!
Expand to learn more!
Switching Between Clients
TaxAdvantage makes it easy to navigate between different client accounts. The client name is displayed at the top of each page, and a drop-down arrow next to the name provides quick access to your 'My Clients' list. From here, you can:
Switch to a different client by selecting their name.
Open a client in a new tab for multitasking.
Navigating Between Modules
TaxAdvantage features multiple modules, such as the Status Tracker and Information Requests. To switch between them:
Click the menu icon in the top right corner.
Use the side panel to navigate between modules and pages.
Return to the Clients Page at any time from the menu.
Visit How-To: Navigate TaxAdvantage to learn more.
Send & Complete Information Requests
Expand to learn more!
Expand to learn more!
Create a Request List to organize document requests.
Add requests manually or via Excel Import.
Review and approve client-submitted documents.
Communicate with clients using the built-in chat.
Visit Information Request Overview to learn more.
Leverage the Status Tracker
Expand to learn more!
Expand to learn more!
Track tax filings, projects and ad hoc tasks in one consolidated view with ZERO extra work - the Status Tracker is integrated with XCM and refreshes automatically
Easily communicate blockers, progress and value delivered to clients
Use filters to focus on specific projects or deliverables.
Contact the support team if assistance is required on the entities and data mapping between TaxAdvantage and XCM
Visit Status Tracker Overview to learn more.
Getting Help & Support
Expand to learn more!
Expand to learn more!
Use the in-app chatbot to quickly answer questions on how to use TaxAdvantage or escalate issues to our support team
Email TaxAdvantageSupport@armanino.com to contact our support team