Topics to be tackled in this article:

  • Firm settings 101

  • Firm Selection

  • Adding a staff member

Note: For accounting/bookkeeping firms, as well as outsourcing companies, you’ll need to get in touch with our Partner Success Manager if you want to have these features added to your JuanTax account. Once set, your assigned account manager will be the one responsible for inviting you as a member of features such as Firm Settings.

Firm Settings is the place where you could access basic information of your accounting/bookkeeping firm such as name, address, and phone, as well as things like subscription details and staff.

To access Firm Settings, follow the steps below:

STEP 1: Click on your Account Name option on the top right of the screen

STEP 2: Click on Firm Settings

After that, you would be able to access the following:

  •  Firm’s Basic Information 

  •  Billing Settings 

  • Staff Management

  • IP address Restriction

  1. Firm Information

Be able to view and edit basic information of your accounting firm, such as Firm Name, TIN, Address, Phone, and Logo. Aside from that, you can also link your social media accounts such as Facebook and LinkedIn. Simply click the Save button once you’ve finished updating any details in this section.

2. Billing Settings

Be able to view and edit your billing settings such as Pricing, Billing Contract, Unbilled Charges, Credit Card, Credits, and History.

3. Staff Management

Be able to manage each staff of your accounting firm by adding them up as a member within your Staff section in JuanTax. 

Not only does it give you the ability to add employees and search each one accordingly, but it also gives you the option of assigning them with unique user role privileges in JuanTax.

4. IP Address Restriction

This is where you can set a specific IP address for access to the firm's information. This is to give extra security to your firm's information. 

Firm Selection

Once you start logging into JuanTax, instead of the usual organization portal, you will see this page called Firm Selection wherein you can select among your created accounts in JuanTax. 

This window lets you directly specify if the account was made for either Personal or Firm management purposes, and identify the number of organizations that an account has.

Click the account name would prompt you to the organization portal in JuanTax.

Adding a Staff Member

Start adding up members from your accounting/bookkeeping firm directly into JuanTax

STEP 1:  Go to your Firm Settings and Click Staff Management 

STEP 2: Click Add Staff, enter the member's first name, last name, contact email, and Assign user role(s) to your staff by selecting from privileges included within the Portal Role drop-down menu. After the fields are populated with information, click the Invite button to continue

Once sent, the name of your staff will appear in your list of staff along with a Pending status, which needs to be accepted by your staff.

Staff POV

Once you’ve invited your staff to collaborate in JuanTax, he/she will receive an email invite, which needs to be accepted.

STEP 1: Go to your email and open email of the Invitation to Access

STEP 2: Once you've opened your email, click on Get Started

 Once the staff clicks the button, he/she will be prompted to the JuanTax registration page where your staff needs to enter her password in order to complete the registration.

STEP 3: Enter all the information that is being asked then click the Register button to continue

STEP 4: Once the account is created, your staff needs to go back to the login page by clicking the Return to Login Page button

STEP 5: In his/her Firm Selection page, the staff needs to click the Accept Invitation button to proceed

STEP 5A: After that, click the Yes, I Know this Invitation button.

Once your staff accepts the invitation, the Pending Status will be removed, thus considering the invitation has been accepted -- which means you can now do collaborations in JuanTax. 

Helpful Links:

Firm Settings User Roles: An Overview

Edit or Remove Staff Access in your JuanTax Firm Settings

Transferring Organization Ownership

Accept an Invite to take over a JuanTax Ownership (Subscription)

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