User roles and responsibilities

Uploads source documents, views statements of account, submits payments, and receives approved tax notices.

• Upload prepared-quarter documents
• View billing and SOA
• Submit payment proof
• Track notices and reports

Reviews portfolio dashboards, customer receivables, credits, tax position, and management reports.

• View portfolio overview
• Monitor aging and credits
• Review customer reports
• Read management trends

Manages child clients, client users, subscriber-owned plans, and operational access for the parent workspace.

• Add child clients
• Create client users
• Assign client plans
• Review subscriber billing

Prepares quarters, reconciles bank statements, logs work activity, and supports client document flow.

• Prepare fiscal quarters
• Import and match bank lines
• Log assigned or extra tasks
• Review dashboard alerts

Works across AR, invoices, journal entries, fiscal reports, financial summaries, and work activity.

• View internal journals
• Generate client invoices
• Review fiscal reports
• Manage work activity

Reviews accounting outputs, audit logs, journals, quarter status, and approved financial reporting.

• View audit logs
• Review journal entries
• Check quarter status
• Validate financial summaries

Evaluates uploaded documents, checks extracted journal lines, and corrects returned entries when allowed.

• Review uploaded documents
• Evaluate tax and account lines
• Override before quarter close
• Return corrected work

Approves evaluated entries, rejects items for correction, and sends fiscal notices to the company.

• Approve tax entries
• Reject incorrect entries
• Send fiscal-year notices
• Review payable reports

Oversees accounting workflow, quarter open and close, invoices, payment verification, and management alerts.

• Prepare and close quarters
• Verify payments
• Monitor receivables aging
• Approve finance controls

Configures FiscalBridge, approves registrations, manages subscriptions, controls RBAC, and reviews audit events.

• Approve client registrations
• Manage users and roles
• Configure subscription plans
• View unified audit logs

Uploads documents or records work activity for assigned companies under the FiscalBridge operations scope.

• Upload assigned documents
• Record document review work
• Support multiple clients
• Track assignment scope