Who is a tax consultant? How do I invite 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 ➝ enter 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.