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Contacts

Contacts are the people at the client business. Open the client › Contacts tab › Add Contact: first and last name, email, phone, job title, and three switches:
  • Primary Contact — the main person; they receive the email when you publish a report to the client.
  • Receive Notifications
  • Invite to TaxLayer — emails them an invitation to open their own account, linked to your firm (see Link a client’s own account).
Contacts tab with the Add Contact button

Client › Contacts

Add Contact window with the three switches

Add Contact

From a contact’s row menu (admins): Edit Contact, Invite to TaxLayer, Enable / Disable Portal Access for contacts who already have a portal login, Delete Contact.

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The client portal

Contacts who have a portal login see a cut-down TaxLayer for their own company only: Income & Expenses, VAT, Documents (they can upload), Connections, Chats and published Reports. They cannot see other clients or your firm’s workings. Turning off portal access blocks their sign-in with You do not have access to the platform. Contact your administrator.

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Team access per client

On the client’s Team tab (in Add Client or Edit Client), add the colleagues who should see this client. Rules:
  • Admins see every client.
  • Members see only the clients they’ve been added to.
Members also cannot manage contacts, remove team members or send link invitations. Roles are set when you invite someone under Settings › Team; see Team and roles.