Firm Admin have the ability to create two types of entities from the Admin portal page:

Tax Professional entities- The purpose of tax professional entities is to act as a “parent entity” for the client entities assigned to it. Users assigned to a tax professional entity will have the ability to create client entities in the admin portal and add client users. They can also switch between different client entities.

Client entities- The client entities act as the “child entities” and are where users with clients will upload their transaction data.

Note: Tax professionals can only create client entities from the admin portal page.

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