On this page
Firm adminsPreparers
Firm management
Understand staff performance, firm health, access, recruiting, and ERO operating work.
Performance and health
Use operational dashboards to investigate trends, then open the underlying record before acting on a summary or AI recommendation.
People and operations
Users controls active firm accounts; Recruiting Pipeline tracks candidates; ERO Operations tracks the firm’s operational filing work.
UsersFirm adminInvite, edit, deactivate, and review firm users./users/Add UserFirm adminCreate an Admin, Preparer, or Client with a temporary password and initial role options./users/add-user/Bulk User UploadFirm adminPrepare and review a supported batch of user invitations./users/bulk-upload/Roles & PermissionsFirm adminControl granular data and action capabilities inside the built-in roles./platform/roles-permissions/RecruitingFirm admin and preparerAdmins manage the candidate pipeline; preparers see their own recruiting referrals./recruiting/Preparer EnrollmentFirm adminOpen Users → Preparers directly in the enrollment workflow./users/?tab=enrollmentsAffiliate ProgramFirm adminManage the firm-side affiliate program without entering the separate affiliate portal./admin/affiliates/ERO OperationsFirm admin and preparerCoordinate scoped Electronic Return Originator operational work./operations/