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 in features such as Firm Settings.
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.
Clicking the account name would prompt you to the organization portal in JuanTax.