You can add a tax professional to your Quicko account in order to give access to another individual of your tax planning and filing information.
You can invite them as 'Guest'. When you add a tax professional, you will remain the 'Owner' of your account.
You can also revoke their access when deemed necessary.
What happens when you add them with a 'Guest' role?
- They have no access to:
- View/edit passwords
- Deactivate a taxpayer
- They have access to view and edit your planning & filing section
To add a tax professional to your Quicko account
- Login to your Quicko account
- Navigate to your Profile >Preferences from the side nav
- Navigate to Tax Professional > Manage
- Click on Invite and enter the email address of the professional
To remove a tax professional from your Quicko account
- Login to your Quicko account
- Navigate to your Profile >Preferences from the side nav
- Navigate to Tax Professional > Manage
- Click on the dropdown (of the tax professional) and select the role as Remove
- Click on Confirm
Note: Once the tax professional is added to your Quicko account, he/she will be able to access your account by logging into his quicko account > Profile > View all Taxpayers. No e-mail is sent when the tax professional is added to your Quicko acccount.