Employee and Team Management for Accounting Practices

Create teams that reflect how your accountancy practice operates. Group employees by department, service line or responsibility, appoint a Team Lead and see team membership from a central team directory.

Example teams (examples only — none are created automatically):

• Accounts
• Bookkeeping
• VAT
• Payroll
• Personal Tax
• Corporation Tax
• Business Development
• Client Services
• Offshore Delivery
• Administration

Create and name teams

• Create a team
• Enter a team name
• Search for employees
• Select employees for the team
• Save or cancel the setup

Assign a Team Lead

Select a Team Lead with the crown control during team setup, making it clear who leads each team. Being Team Lead does not by itself give extra permissions — access still comes from the employee's role.

View team membership

• Team cards with the team name
• Number of members
• Employee initials or profile representation
• Search teams
• View each team's make-up

Member totals give administrators a quick view of how employees are spread across the practice.

Reassign employees between teams

The team builder separates employees available for assignment from those already in another team, and shows each employee's current team. Reassign employees between practice teams from the team-management interface. Reassigning someone does not move their clients, tasks, services or permissions.

Edit and maintain teams

• Edit existing teams
• Change team membership
• Update the Team Lead
• Delete a team
• Save or cancel changes

Teams can represent service areas — such as a VAT, payroll or personal-tax team — while each employee record identifies:

• Service Manager responsibilities
• Partner responsibilities
• Job title
• Department
• Assigned role

Joining a team does not assign services or clients automatically.