Manage your whole team from one directory. Invite staff against your plan’s seats, assign roles from owner to staff, and control exactly what each person can see and do with role-based permissions.
Five roles cover everyone from the firm owner to seasonal contractors — each with the right level of access.
Full control. One per firm and protected from changes.
Manages staff, settings, and firm-wide reports.
Broader visibility across the team’s work.
Focused on assigned clients and engagements.
Temporary team members, easy to deactivate.
Role-based permissions decide who can manage staff, open firm-wide reports, and reach administration — backed by a full audit trail of who did what.
From invitation to offboarding, every team member moves through clear states — and deactivation never loses their history.
Everything you need to manage a growing team safely.
Activate, deactivate, or remove staff as your team changes. Inactive members keep their history but lose access to the system, so offboarding is clean and reversible.
Owner, admin, manager, staff, and contractor cover every kind of team member. There is exactly one owner per firm, and that account is protected from accidental changes.
Invitations are tracked through Pending, Accepted, and Expired. Resend or cancel a pending invite at any time, and pending invites count toward your seats so billing stays predictable.
A live seat counter shows used vs available seats, pending invitations, and trial status — with clear prompts when you are approaching or have reached your limit.
The firm owner cannot be deactivated, deleted, or have their role changed, preventing the lockout scenarios that plague shared admin accounts.
A staff member’s email address cannot be changed after creation, keeping identity and audit history consistent across the platform.
CPA Buddy supports five roles: owner, admin, manager, staff, and contractor. Owners and admins manage the firm, including staff and settings. Managers get broader visibility than staff, while staff and contractors focus on the work assigned to them. There is one owner per firm.
Your plan includes a number of seats. Each active staff member — and each pending invitation — uses one seat. When you invite someone, they receive a secure link to join. You can see seat usage at any time and upgrade your plan when you need more.
Yes. Deactivating a staff member immediately removes their access while preserving their history in the firm. You can reactivate them later if a seat is available. The owner account cannot be deactivated.
Owners and admins can invite, activate, deactivate, delete, and edit staff. Other roles have view-only access to the directory. This keeps control of firm membership with the people responsible for it.
Explore related capabilities that complement team management.
Give every team member the right access from day one. Start your 30-day free trial and set up your firm in minutes.
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