顧客アカウントを読み取り専用で表示

With Log in as client feature, you can experience TaxDome from the client account’s side—say, you can see what steps they must take to pay a bill or download a document. This can be very helpful whenever you need to help them troubleshoot.

To go to the read-only view of the client portal, navigate to the Info tab of the client profile, then click the Log in as client button. The client profile will be visible in read-only mode, so you won’t be able to interact with it. If you need to change account info, you’ll have to do it from your account.

備考

Team members need 請求書の管理 access right to be able to log in as client.

Click on the Log out from [client’s name] account link at the top of the screen to go back to your firm’s view of the account profile.

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