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Pernee allows firms to assemble tax engagement teams while maintaining strict client boundaries and audit controls.

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1. Inviting Team Members

  1. Navigate to Settings → Team.
  2. Click Invite Member.
  3. Enter your team member’s corporate email address and assign an initial role:
    • Partner: Full administrative control, billing oversight, and final return sign-off authority.
    • Manager / Reviewer: Ability to review workpapers, clear preparer tickmarks, and leave review comments.
    • Preparer: Ability to ingest client documents, run AI research chats, and generate draft schedules.
    • Contractor: Scoped exclusively to assigned client entities without firm-wide visibility.
  • Direct Email: Sends a time-limited, cryptographically signed invitation link directly to the recipient’s inbox.
  • Join Links: Firm administrators can generate role-specific join links for rapid seasonal onboarding. Join links are hashed with SHA-256 and can be deactivated at any time with a single click.

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3. Enforcing Multi-Factor Authentication (MFA)

To safeguard confidential client tax information, we recommend enabling Enforce MFA for All Teammates under Settings → Security. Teammates will be required to configure TOTP-based two-factor authentication upon their next sign-in.