Team tab features
The Team tab lets you manage all aspects of your team's status and documents in one place.
4 articles
Understand the team member profileExplore what information you can find in a team member’s profile and how it helps you manage their records effectively
Add new team membersAdd new team members in Workstream using bulk import or manual entry.
Use filters on the Team tabUse tax entity filters and the My team only toggle to manage the right group of team members and ensure actions apply correctly.
Export team member dataExport team member data as spreadsheets or download full document packets, with options for bulk exports and specific file types.