About Employee Access & Accounts
The Employee Access page allows account owners to manage and customize access for employee accounts within ProTaxPro.com.
From the Employee Access page, you can:
- Add Employee Accounts - Create new employee accounts for your office.
- Edit Employee Information - Update employee details.
- Remove Employee Accounts - Remove employee access when it is no longer needed.
- Manage Employee Permissions - Grant or restrict access to specific features and functions within the software.
- Reset Employee Passwords - Reset an employee's password if they are unable to access their account.
Edit Employee Information or Manage Employee Permissions
1) Log in to your ProTaxPro.com account, select My Account on the top-right corner of the Preparer Tool page.
2) Locate Employees and select Edit.
3) Under Employees, enter the desired employee account by selecting the corresponding Username.
4) Under the employee name, select Edit _____ Information.
5) On the next screen, you can update or modify the employee's information, as well as manage their account permissions and access.
6) Click Save & Continue to save your changes. You may use either the button located on the upper-right corner or the lower-right corner of the page, as both options will save your information.