Who is a tax consultant? How do I invite a tax consultant?
How do I delete a tax consultant?
Data Access

Who is a tax consultant? How do I invite a tax consultant?

A tax consultant is a user role on zistemo which has limited access to your account.
You can only invite one tax consultant – this user will be able to view your reports and export account information (in PDF).
To invite a tax consultant to your account go to, Contacts ➝ Tax Consultant ➝ Invite Tax Consultant ➝ to enter the email of tax consultant and click ‘Send’

After clicking ‘Send’ the tax consultant will receive an email invitation to their profile.

How do I delete a tax consultant?

To delete tax consultant go to, Contacts ➝ Tax Consultant ➝ Remove Tax Consultant

The removed Tax Consultant will not be able to login to the account.

Data Access

A “Tax Consultant” user will have access to the following data:

Dashboard
– available graphs: Invoices & Payments, Invoices, Total Hours, Top Expense Category, Revenue & Cost

Contacts

– Clients – can only see clients list

Sales
– Invoices – can only see invoices list and invoices preview
– Payments – can only see payments list
– Product List – can only see tasks and items lists

Purchases
– Expenses – can only see expenses list and expense preview
– Expense Categories – can see and create expense categories
– Mileage Tracking – can see mileages list and mileage preview

Timesheets
– Team Timesheets – can only see Team Timesheet

Reporting
– can see and print all reports.

Export
– can export all account data

Profile Settings – can see and update own profile settings.