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.
Manage Users
Once you have a client open, click Manage Users in the top right. This will open a window showing all client users in the Client Contacts view. Icons next to each user indicate the assigned applications. Admins have access to TaxAdvantage and Audit Ally by default. From here you can resend invites or reset client user accounts.
Within Manage Users, you can click on My Team and also view and update Armanino assigned users.
Steps to Invite a Client Admin
First, select the client in TaxAdvantage.
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.