To streamline client onboarding and reduce friction, Tax Managers and above can now invite and manage Client Admin users directly in TaxAdvantage. This feature ensures tax teams maintain control over who is invited while allowing clients to manage their own user access.
Important QRM Guardrails:
Only invite Client Admins—not standard client users.
Clients are responsible for inviting their own team members.
Multiple Client Admins are encouraged for continuity and coverage.
Steps to Invite a Client Admin
First, select the client in TaxAdvantage.
Locate the Users icon next to the client name on any page and click it.
Click Add Client Admin.
Enter the admin’s contact information.
Click Send to Admin.
The invited admin will appear under Client Users.
What Happens Next?
The Client Admin receives an email invitation to set up their account.
Once active, they can:
Invite additional client users
Remove users
Manage access to applications
This ensures clients maintain ownership of their user access, reducing Armanino’s risk in the event of unauthorized access.
Risk Management Reminder
To comply with security and QRM policies, clients are responsible for managing who has access to the platform. Enter details only for trusted client contacts who will manage user access.