Prefer a walkthrough? Book a free 15-minute demo with our product specialist.
.svg){kind=small}
Client Management
Advanced User Management with Role Assignment, Sub-Users & Individual Access Controls
Streamline client relationships with comprehensive account management tools. Create personalized client portals, manage documents securely, and implement role-based access controls for seamless collaboration.
Key Features
Powerful automation features to streamline your accounting workflow
Advanced Role Assignment System
Create hierarchical role structures with Admin, Manager, User, and Sub-User levels. Assign specific roles to individuals with granular permissions for document access, editing rights, and system features. Admins can delegate role assignment while maintaining override controls.
Multi-Level User Management
Manage primary users and unlimited sub-users within each client organization. Create department-wise user groups, assign team leads, and maintain clear reporting hierarchies. Each user level has distinct access permissions and responsibilities.
Sub-User Access Controls
Enable primary users to create and manage their own sub-users with limited permissions. Sub-users can access only designated documents and features, ensuring data security while enabling collaboration at all organizational levels.
Individual Permission Matrix
Set individual access rights for each user independent of their role. Grant or restrict access to specific documents, features, or client data on a per-user basis. Perfect for handling exceptions and special access requirements.
Company Admin & User Hierarchy
Establish clear organizational hierarchy with Company Admins having full control, Department Admins managing their teams, and regular Users with role-based access. Admins can monitor all user activities and modify permissions in real-time.
Dynamic Access Management
Real-time permission updates allow instant role changes, temporary access grants, and emergency access controls. Track all permission changes with detailed audit logs and automated notifications to relevant stakeholders.
Seamless Integration with Your Favorite Tools
Connect with popular accounting software and business tools
All product names, logos, and brands are property of their respective owners. Tally, Vyapar, Munim, Busy, Marg ERP, and Zoho Books are registered trademarks of their respective companies. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.
Trusted by the Smartest Businesses
Join our family of over 5000+ businesses that use Taxlink to simplify their workflows
"The multi-level user management is fantastic! We can now manage 50+ team members with different access levels. The sub-user feature allows our managers to handle their teams independently."
"Role assignment and individual access controls have transformed our operations. We can give precise permissions to each user while maintaining company-level security. Highly recommended!"