Once you’ve signed in to your organization you will see the Accounts search bar at the top of the page. You'll be able to filter to Account ID, Tax ID, Name, and Email to search for the user.
Performing this search will bring you to the Accounts Overview page.
Please note: If the value entered does not match, you will see an error message stating “No matching accounts on file.”
Still have questions? Please reach out to us directly using the Submit a Request form in the top-right of your screen, or email help@taxbit.com and we'd love to help you out!
Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.
Keywords
Account Search
Searching for Accounts
Search an Account