Step 1: Send the Client Administrator Invitation
When you invite a Client Administrator from TaxAdvantage:
Navigate to the engagement
Manage Users
Click Add Client Admin
Enter the Client Administrator’s email address
Click Add Admin
What happens next:
The client user will receive an automated email invitation from no-reply@armanino.app containing a temporary password to join TaxAdvantage.
This temporary password is only good for 7 days. If it has been longer than 7 days, you or a client administrator will need to resend the invite.
Step 2: Client Administrator Accepts the Invitation
The Client Administrator must complete the registration process:
Open the invitation email
Click Login Now
Create their password
Complete multi-factor authentication (MFA) setup
Important:
MFA is required for all users to ensure account security.
After completing MFA, your client will receive a “Welcome to TaxAdvantage” email with their unique instance URL and a link to a Help Center article with step-by-step setup guidance - TaxAdvantage Client Resources | Armanino Help Center
Step 3: Account Access Is Granted
After completing setup, the Client Administrator can:
Log in to TaxAdvantage
Access the assigned engagement
View audit requests and required documentation
At this point, they are fully onboarded into the platform.
Step 4: Client Administrator Manages Their Team
Once logged in, the Client Administrator is responsible for managing their organization’s users.
They can:
Invite additional client users (e.g., preparers, reviewers)
Assign roles and permissions
Ensure the right users have access to the correct requests
This helps streamline client-side ownership and reduces dependency on the Armanino team.