Getting startedAdmin only
Invite team members and set roles
Add team members to your workspace and choose a role - Admin, Senior, Junior, Reviewer, Client Manager.
Invite team members and set roles
ThynkTax has 5 built-in roles. You can also create custom roles if needed.
Built-in roles
| Role | Can do | Cannot do |
|---|---|---|
| Admin | Everything - billing, settings, all clients, all data | - |
| Senior | All client data, prepare and approve returns, file with portals | Manage billing, change settings, delete clients |
| Junior | All client data, prepare returns, request approval | File returns, approve, change settings |
| Reviewer | View all data, approve returns | Edit data, file returns |
| Client Manager | View/edit data for assigned clients only | See other clients' data |
Invite flow
- Settings → Team → Invite member
- Enter the invitee's email (must be the same domain as your workspace, or a domain you explicitly allow).
- Choose a role.
- Optionally restrict to specific clients (for Client Manager role).
- Click Send invite.
The invitee receives an email with a sign-up link. The link expires in 7 days.
Two-factor authentication
For all team members:
- Optional by default
- Mandatory if Settings → Security → Require MFA is on
- TOTP (Google Authenticator, Authy, 1Password) or WebAuthn / FIDO2 keys supported
- SMS-OTP fallback (Twilio)
Audit log
Every action by every team member is logged:
- Settings → Security → Audit log - last 90 days, exportable as CSV
- For longer history, the full log is queryable via the audit-log API
The audit log is also what's submitted as "defensible evidence" if a CBDT scrutiny notice asks who approved a specific filing.
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