October 31, 2018

Improved User Roles, Firm Selection and Firm Settings

Chris Bernardo avatar
Written by Chris Bernardo
Updated over a week ago

Improved User Roles

When you file your taxes using our tax software, you and your team can easily collaborate since JuanTax has the capacity to support an unlimited number of users. However, having that many users also entails security risks.

We always wanted to ensure that security would always be our top priority whenever you use our tax software, and we wanted to keep that protection even while you’re collaborating with your colleagues in the process, which is why we added 5 user roles that would further enhance your account’s security:

  • Admin

  • Approver (Internal)

  • Client Approver

  • Preparer

  • Read-Only

Below is an infographic that will further explain the privileges that each user role has once they start collaborating in JuanTax:

Check out this article for you to learn more about these user role privileges in JuanTax.

Firm Selection and Firm Settings

We would also like to announce the launch of functionalities such as Firm Selection and Firm Settings, which let you manage created accounts as well as firms and organizations inside JuanTax.

Note: For accounting and 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 in features such as Firm Settings.

Firm Selection 

Once you log in to JuanTax, instead of the Organization Portal, you will be prompted to this page, which lets you quickly identify the number of organizations that you have, as well as the type of account, whether for Personal or Firm purposes.

Firm Settings

Last but not least in our new set of release updates is the launch of our Firm Settings feature, which lets you manage your firm’s basic information such as name, address, and phone, as well as things like subscription details and staff inside the platform.

Check out this article to learn more about Firm Settings in JuanTax.

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