How can I manage my accounting firm team on Forwardly?

Forwardly makes it simple for accounting firms to connect with client businesses, manage team members, and collaborate effortlessly, all in one place.

Whether you’re adding team members or managing employee access to your clients' businesses, we're making team management easy for your accounting firm. 

How to update team access to a client's business on Forwardly

As they say, more hands make less work. Update multiple team members' access to a single business at once with these steps. 

1. In the left-hand navigation bar, open the Clients area. 
2. Under Active Clients, search for your client's business name. If your client isn't there, make sure to add them. 
3. Select the dots on the right-hand side of the business to open the Options menu. 
4. Choose Assign Team Member.
5. From your team list, check which team members you would like to assign to the business. 
6. For each team member, select a role from the existing business roles. 
7. Click Confirm Assignment. 

How to update a team member's access to multiple client businesses on Forwardly

If you have a new team member and want to assign them to several businesses

1. In the left-hand navigation bar, open the Team area. 
2. Find your team member and select the dots on the right-hand side to open the Options menu. 
3. Choose Assign Client(s).
4. From your client list, check which businesses you would like to assign access to for this team member. 
5. For each client business, select a role from the existing business roles. 
6. Click Confirm Assignment.