Partners

Seamless sign-in from partner app to client accounts

Moving between clients feels like one product instead of two.

The partner app and the company app now share sign-in. When a partner clicks on a client to review information or take action on their behalf, they go straight into that client's account without logging in again.

If a partner does not have access to a client's account, they see a clear message and a prompt to sign in.

Sales tax that keeps getting better, without more work for you.

Talk to a specialist about your states, your systems and what we take over.

#1 rated support on G2

Three colleagues reviewing their accounts together at a sunlit table.