Hierarchical Team Management

Scale your firm with role-based access control and data security.

Key Capabilities

✓ Data Isolation: Partners only see their department's data. Staff only see assigned tasks.
✓ Productivity Tracking: Monitor hours logged vs. tasks completed for every staff member.
✓ Approval Workflows: Mandatory Partner review before any return is filed or invoice sent.
✓ Audit Trails: See exactly who accessed which client file and when.