Who is a tax consultant? How do I invite a tax consultant?
A tax consultant is a user role on MoneyPenny.me which has limited access to your account.
You can only invite one tax consultant – this user will be able to view your reports and export account information (in PDF).
To invite a tax consultant to your account go to, Contacts ➝ Tax Consultant ➝ Invite Tax Consultant ➝ to enter the email of tax consultant and click ‘Send’
After clicking ‘Send’ the tax consultant will receive an email invitation to their profile.
How do I delete a tax consultant?
To delete tax consultant go to, Contacts ➝ Tax Consultant ➝ Remove Tax Consultant
The removed Tax Consultant will not be able to login to the account.
A “Tax Consultant” user will have access to the following data:
– available graphs: Invoices & Payments, Invoices, Total Hours, Top Expense Category, Revenue & Cost
– Clients – can only see clients list
– Invoices – can only see invoices list and invoices preview
– Payments – can only see payments list
– Product List – can only see tasks and items lists
– Expenses – can only see expenses list and expense preview
– Expense Categories – can see and create expense categories
– Mileage Tracking – can see mileages list and mileage preview
– Team Timesheets – can only see Team Timesheet
– can see and print all reports.
– can export all account data
Profile Settings – can see and update own profile settings.