Getting started · Octotax for Accountants
Invite your team
Add staff, resend or cancel invites, and deactivate people who leave.
- Choose Team in the sidebar.
- Under Invite a team member, enter their Email and choose Send invite.
- They get an email with a link to choose their name and password.
Pending invites
Invites that haven't been accepted are listed under Pending invites. Use the send icon (Resend invite) to email a fresh link, or Cancel invite to withdraw it.
Managing members
- Deactivate stops someone signing in, for example when they leave. Reactivate lets them back in.
- Set each person's Working days and Hours a week. Their timesheet uses these.
- Each active owner and staff member counts as one user on your plan.
Clients don't need inviting. They get portal access from the email address on their client record. See The client portal.
Related guides
Still stuck?
Contact support: [email protected], we aim to reply within one working day.