Team
Add staff without losing track of who does what
Invite your team, assign roles, and give credential holders their own IRS CAF and A2A access — without sharing logins or losing track of who's active.
Role-based invites
Invite staff as Admin, Credential Holder, or Staff, with access matched to their role from day one.
Credential holder access
EAs, CPAs, and attorneys on your team manage their own IRS CAF and A2A credentials rather than sharing one firm login.
Active team visibility
See who's active, who's pending invite, and who no longer has access — from one settings screen.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.