The Clients page displays all clients currently set up in TaxAdvantage and allows authorized users to assign themselves and others to client accounts. Assignments determine which clients appear in your dropdown list and which modules you can access.
Access & Permissions
Only Tax Managers, Directors, and Partners can assign users to clients
Tax Staff and Seniors do not have permission to edit client assignments
Before granting access to India Tax team members, confirm 7216 consent has been received via a signed engagement letter
Assigning Yourself to Clients
To access a client’s workspace, you must first assign yourself to that client:
Use the search bar or scroll through the All Clients list
Click the “+” icon next to the Select button
Confirm assignment in the pop-up window
Once assigned, the client will appear in your My Clients list and be available in the client dropdown across all modules.
Opening a Client Workspace
Click the Select button or client name to launch the client’s workspace
You’ll land in the Information Requests module by default
Use the side menu to navigate to other modules like Status Tracker, Deliverables, or Notices