Understanding Accounts and Your Editing Privileges
Accounts are the entities your firm uses to organize the various services provided to you. For instance:
You can have one account if your firm only handles your individual taxes or business.
You can have multiple accounts if your firm manages services like taxes, bookkeeping, and payroll for several businesses or entities.
All requests from your firm will specify the relevant account, helping you clearly understand and manage the work being done.
Account Viewing and Editing Privileges
Your firm determines who can edit account information by designating individuals with enhanced privileges (Account Owners). These privileges include:
Viewing and editing Account Overview details
This is where you can edit your Address, website, and Account name.
Viewing Contacts associated with the account (not editable)
Viewing and editing Payroll Information
Viewing and editing Login details shared with your firm
Viewing and editing Bank Accounts
Viewing all files associated with the Account
How to Check Your Privileges:
Select Accounts in the vertical menu.
Under the Account Owner column, the checkbox will indicate if you have editing privileges.