Coordinate portal invitations, upload reminders, and administrative support within the access rules approved by your CPA firm.
Book a free consultationScope, access, and coverage are agreed with your team.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
A working record with source references, current status, and the person responsible for the next step.
A focused view of missing inputs, unanswered questions, and items that need your decision.
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Share the approved portal instructions, invitation process, permission model, and identity-verification procedure. Define which support questions an assistant can answer and which must go to your administrator or engagement team.
A client can sign in but cannot locate the requested upload area. The assistant sends the approved instructions and confirms that the issue is resolved. A request to add another user is routed to the administrator for approval.
Illustrative workflow, not a client case study.Check that requests refer to the correct client and engagement, and verify receipt in the approved workspace. Avoid asking clients to send confidential records through ordinary email as a workaround.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Platform names describe possible working environments, not endorsements or a promise of certification.
Share the approved portal instructions, invitation process, permission model, and identity-verification procedure. Define which support questions an assistant can answer and which must go to your administrator or engagement team.
Check that requests refer to the correct client and engagement, and verify receipt in the approved workspace. Avoid asking clients to send confidential records through ordinary email as a workaround.
Authorized administrators grant access, reset credentials, and approve additional users. CPAs decide document sufficiency. The assistant does not share passwords, expand permissions, or interpret uploaded financial records.
We scope the role around your approved systems, including environments such as Canopy, TaxDome, SmartVault. Access, training, and the final tool requirements are confirmed before the role begins.
Track client organizers, requested records, and administrative follow-ups during tax season.
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Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
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Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
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Coordinate approved client communications and meeting preparation for your CPA team.
Explore the service ↗Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Define the role before making a commitment.
