Granting My Compliance Partner Access

To grant your Compliance Partner access to your CereTax account using Access Management, your Compliance Partner must have their own CereTax account.

Before proceeding, please confirm that your Compliance Partner has an existing CereTax account. Do not add your Compliance Partner as an additional user within your CereTax account.

Once you have confirmed that your Compliance Partner has their own account, follow the steps below to grant them access:

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Client Steps

1. Once logged into CereTax, navigate to Administration > Access Management

2. Click Generate Invitation Code

3. Under Role Assignment, select the applicable Role(s) you would like to assign your Compliance Partner, then click Generate

• Role permissions can be edited or customized under Administration > Roles

4. Copy the value that appears and provide it to your Compliance Partner, then click OK

5. Repeat Steps 2-4 for however many access codes are needed

• Once the invitation codes are created, they are only valid for 24 hours. If your Compliance Partner is not able to accept their code(s) within the 24 hour timeframe, you will need to complete these steps again

Partner Steps

1. Once logged into CereTax, navigate to Administration > Access Management

2. Click Accept Invitation Code

3. Paste the value that was provided from the client, then click OK

4. To switch to the added account, click your user initial in the upper-right corner of the screen, then select the Change Account hyperlink

5. Enter the client name in the Client field and press Enter, or select Show All Clients to view all available clients

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6. Once you have located the desired client, click the Open Client link to access the client’s account

7. To confirm which account you are currently accessing, click your user initial in the upper-right corner of the screen

• The account name will be displayed below your username