About this Guide A guide to managing staff access, client list access security and staff mail subscriptions. How to use this Guide Each intermediary has different access and security requirements. The Manage agency functions in the Tax preparer tab allow you to tailor your staff and client access controls. Owners, administrators and restricted administrators can […]

About this Guide A guide to moving linked client accounts in and out of your (or your employee’s) workspace. how to use this Guide Your personal workspace is the landing page you see in the Tax preparer section of myIR. If you have access to more than one IRD number you’ll see a ‘Customers’ tab […]