Your tax firm is growing. The teams are becoming more specialized, the clients more complex. In this dynamic environment, standard roles like "Admin" or "Employee" are the proven starting point for secure collaboration. However, for large tax firms with many Clients, they are often no longer granular enough.

What are individual roles?

A solution is needed that adapts to your individual tax firm structure—not the other way around. This is precisely why we developed individual roles, allowing you to tailor permissions exactly to your needs.

Simple management

Create customized roles for each task and team: Ensure users can only view the clients that are assigned to them.
Grant the payroll team access exclusively to payroll documents.
This is security and efficiency, precisely tailored to your tax firm.

Reduced risk

Customized roles are a strategic tool for your tax firm management.
You proactively minimize risks in accordance with GDPR guidelines, accelerate the onboarding of new employees, and establish clear responsibilities.
Everyone in the team has exactly the access they need to perform their work optimally.