Managing Clients from the Partner Dashboard

As a Taxomate accounting partner, your Partner Dashboard is your central hub for managing client accounts. From here, you can view client statuses, add new clients, complete pending setups, and access account settings.

This article walks you through the core actions available in the dashboard.

📍 Accessing the Partner Dashboard

To access the dashboard, log into your Taxomate account and select Dashboard from the top navigation bar.

🧑‍💼 What You Can See and Do

Each row in your dashboard represents a client account and includes the following:

🚀 Opening or Switching into a Client Account

To view or manage a specific marketplace account (e.g., Amazon or Shopify), click the arrow to expand the client row, then click the appropriate account button.

Example:

You’ll see all connected marketplaces for that client. Click the account name to access their environment in a new tab.

Each marketplace environment operates like a standalone Taxomate account, so you can:

• Review imported settlements

• Update mappings

• Send data to Xero, QuickBooks, or Wave

• Modify tax settings

• Troubleshoot issues

➕ Adding a New Client

To create a new client account:

1. Click + Add New Client

2. Complete the 6-step setup:

   • Client Name

   • Sales Channels

   • Subscription Payment

   • Select Plan

   • Connect Accounting Software

   • Invite Client

See full guide → How to Add a Client Account

✅ Pending Invitations

If a client hasn’t finished setup (e.g., hasn’t connected their sales channels or bookkeeping software), you’ll see a “Complete Invitation” button.

Clicking this lets you:

• View the client’s current progress

• Resend their invite if needed

• Walk them through the remaining steps manually (e.g., marketplace connection)

🔁 Resending or Revoking Invitations

• To resend an invite, click the dropdown next to the client row and select Resend Invitation.

• To revoke access or delete a client (only if not yet connected), use Remove Client from the dropdown.

📌 Tips

• You can return to the dashboard at any time to track client setup status.

• Once the client completes their setup, you’ll receive a notification to proceed with account and tax mapping.

Need Help?

Click the chat icon in the bottom right or email support@taxomate.com for assistance.