The Gazette
Tutorial5 steps1 min
Onboard a seasonal tax preparer in under 10 minutes
New seasonal preparer in 10 minutes — create, 2FA enroll, assign leads, walk through three screens.
T
TaxWallet Newsroom
June 1, 2026
Day one of the season, the new preparer walks in, and you've got 10 minutes between two clients to get them productive. Here's the path.
Users Directory → New User
Pick the Tax Preparer tier. The tier dropdown auto-gates what they can see: leads, returns, the calendar — not billing, not tier-management, not the audit log of other users.
Generate a TOTP enrollment SMS
Reveal-on-confirm flow: you click reveal, the SMS goes to their personal mobile, they type the code back to you, you see the TOTP for their initial enrollment. Two-factor is on from minute one.
Assign their starter lead bucket
Right-side panel on their profile: pick how many leads to auto-route. Default is 25; bump to 50 if they've worked seasons before.
Walk them through 3 things only
Quick Scan + Submit, the Calls tab, and the Activity tab on a lead. Everything else, they'll discover by themselves or ask.
(Optional) Pair them with a senior
The shared inbox under Support → Live Chat lets them ping a senior preparer mid-return without leaving the screen.
Tier-based access also means if they leave at the end of the season, you flip the toggle and they're locked out of everything except a read-only export of their own historical activity. No more "is the password rotated?"
#tutorial#onboarding#users#tier#season