If you’re new to TaxAdvantage or onboarding to a new engagement, we recommend starting with the following Help Center articles to understand core auditor workflows and platform functionality:
Internal Dashboard Overview - Internal Dashboard Overview | Armanino Help Center
Get a high‑level overview of the internal dashboard to track engagements and requests.How to Invite Client Users - How To: Invite Client Users | Armanino Help Center
Manage client user access to ensure the right users can view assigned engagements.How to Navigate TaxAdvantage - How To: Navigate TaxAdvantage | Armanino Help Center
Navigate TaxAdvantage to efficiently manage engagements, requests, and tasks.How to Create, Edit and Delete Information Request Lists - How To: Create, Edit and Delete Information Request Lists | Armanino Help Center
Create and manage information request lists to organize client requests effectively.
How to Manage Notification Settings - How To: Create, Edit and Delete Information Request Lists | Armanino Help Center
Customize notification preferences to ensure you receive timely updates relevant to your assigned engagements and requests.
TaxAdvantage SharePoint Page
For additional, up‑to‑date internal resources, visit the TaxAdvantage SharePoint page. This page is regularly maintained by our team and includes internal facing demos, onboarding materials, and service–line–specific templates.
Need Help?
Our support team is here to assist you every step of the way.
Support Email:
If you have questions, run into issues, or need guidance, please contact us at TaxAdvantageSupport@armanino.com.
We’re happy to help ensure your experience with Audit Ally is smooth and successful.