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01784 777 700
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enquiries@taxsystems.com
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Click on the following links to view content:
System administration overview
Folder management
User management
Folder management overview
Planning your folder structure
Staff training folder
Example 1: A firm's folder structure/access
Example 2: A business folder structure/access
How to add a new folder
How to edit an existing folder
How to move an existing folder
How to delete existing folders
How to assign user access to folders
User management overview
Planning your user role structure
User role descriptions
Allocating user roles
How to add a new user
How to edit an existing user's details
How to delete a user
How to assign user access to entities
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