F
Fylix

Invite New Member

Add a new team member to your firm

Member Details
Enter the information for the new team member

The invitation will be sent to this email address

This determines what permissions the member will have

The member will receive an email with instructions to join

Role Permissions:

  • Admin:Full access to all features including team and billing management
  • Accountant:Can manage clients, file returns, and view reports
  • Reviewer:Can view clients and reports, but cannot file returns