Team for accounting firms

Invite accountants to your firm dashboard, pause or remove them, and choose which clients each of them can see.

An accounting firm can work in Tailride as a team. Everyone you invite signs in with their own login and uses the same firm dashboard: the same clients, shared mailboxes and credit pool. The Team tab of the firm dashboard lists the members and lets the firm owner manage them.

Firm team, not client colleagues

This page is about the people working in an accounting firm's dashboard. Colleagues inside a client's business workspace are managed in that workspace; see Users and permissions.

Roles

Role	What they can do
Owner	The account that created the firm. Invites, pauses and removes members, chooses which clients each member can see, and manages plans and credit top-ups.
Accountant	A member invited by the owner. Works with the firm's clients; does not see Plans or Top up.

Only the owner can manage the team. Members see the team list, but not the actions.

Inviting a member

Open the firm dashboard and go to Team.

Select Invite. Tailride copies an invitation link to your clipboard.

Send the link to your colleague. They open it and sign in with their own login.

Invitation links expire after 48 hours. New members can see every client of the firm until you choose otherwise (see below).

Pausing or removing a member

Open the ⋮ menu at the end of a member's row:

Pause takes the member's access away until you select Resume. A member who is working inside a client's dashboard at that moment is signed out, and their desktop app connections to clients stop working too.
Delete removes the member from the firm after a confirmation. Their desktop app connections to clients end with it.

The owner's own row has no actions.

Choosing which clients a member can see

By default, a member sees every client of the firm, including clients added later. You can limit a member to the clients they work on.

On the Team tab, select the member's entry in the Clients column. It reads All clients, the name of the one client they can see, or the number of clients.

In the side panel, choose Selected clients.

Pick the clients in the list. Type to search by name or email: letter case and accents do not matter, and several words find clients that contain all of them. Select all picks every client the search shows (all clients without a search); Deselect all removes them again. Select a client again, or the × on its chip, to remove it.

Select Save changes.

To give the member every client again, open the panel, choose All clients and save. Selected clients needs at least one client; an empty choice is never saved as "all clients". Picking every current client one by one is still a fixed list: clients added later are not included. Choose All clients for that.

A member limited to chosen clients:

sees only those clients on the Clients tab and in the client counts on the overview, and can open only their dashboards;
sees the credit usage of those clients only in Clients → Credit usage;
can connect only those clients in the desktop app; a desktop connection to a client that is no longer assigned stops working;
in the shared inbox, can still sort documents that matched no client, but can send them only to their clients, and sees the history and assignment rules of their clients only.

When a limited member creates a new client or accepts a client's invitation, that client is added to their list, so they can open it right away. They cannot add a client the firm already has but they are not assigned to: Tailride answers as if the email address were taken.

When a client leaves the firm

A client removed from the firm, or one that deletes its account, also drops out of every member's list. If it joins the firm again later, members do not get it back automatically; assign it again where needed. If none of a member's chosen clients remain, the Clients column shows No clients and the member sees no clients until you choose new ones or give them all clients.

Good to know

A change applies to the member's next action. A member who is working inside a client's dashboard that you take away is signed out and signs in again.
The documents-processed figures on the overview still count all of the firm's clients.
The owner always sees every client.