Taxumo Inc

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Subscription Upgrade Terms

I need to change my plan - how do I do that?

Once you've availed of Taxumo and want to know more about how to use the system, these are the steps to avail of the onboarding call.

How to Avail of a FREE Taxumo Onboarding Call

How to Reset Your Password

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Resources for a New Self-Employed Individual

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EJ Arboleda

Taxumo Customer Care

For new users signing up and setting up their accounts

Getting Started (Account Setup & Subscription)

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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