Tax Pro: Unable to remove client from client list
confirmed
M
Matthew S. - CoinTracker
What is the issue?
Firm admins are unable to remove or revoke client collaboration access, even when a client no longer wishes to work with the tax firm. This prevents firms from maintaining an up-to-date client list.
Who is affected?
Tax professionals and firm admins managing clients, particularly in cases where a client discontinues collaboration.
How can users provide feedback?
You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to
Complete
once a fix is rolled out to all users. Up-voters will be notified of the status change.Keywords: revoke access, remove client, delete client, client removal, firm admin, tax pro, client collaboration
Log In
This post was marked as
confirmed