Feature · Roles & Permissions
Role-based access for your whole team
Partners, staff, admin and client roles with permissions enforced server-side — so people only see what they should.
Why firms choose TaxAgentPortal
Server-enforced
Permissions enforced at the API and database layers, not just in the UI.
Standard roles
Partner, staff, admin and client roles out of the box.
Per-firm isolation
Data scoped per firm, no cross-firm visibility.
Audit log
Every role change is recorded.
How firms use it
Multi-staff firms
Different access for partners vs junior staff.
External contractors
Time-bound access for contractors.
Client read-only views
Clients see only their own records.
FAQ
Frequently asked questions
Custom roles are on the roadmap. Today you have the standard role set.
Related
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