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  The app matches the IRD record to the XPM record by IRD number and entity name. Unmatched records and managers can be found in the 'Clients' tab under Tax Admin. To view the unmatched records, us...

  At Plugin Accountant, we prioritise the privacy and security of your data. To further protect your account, we've implemented Multi-Factor Authentication (MFA). MFA provides an extra layer of sec...

The Clients tab is where you can find a list of all of your linked clients, their entity, IRD number, email address and manager;    Withhold function  The Withhold function overrides the send to '...

The Event Log is where you can see the full log of each letter delivery status, date it was sent and the option to resend if necessary:    You can filter by date or use the search bar function to ...

The Plan tab under Billing shows you what plan you are currently on and the features associated with that plan;  To change your plan, please contact us on support@pluginaccountant.com. 

The Archived tab is where all letters sit once they have been triaged by the app.  From here you can filter by date, bulk unarchive and search by entity, IRD number, letter title and manager:  If ...

The Inbox tab is where any letter that is set to Manual in Letter Control will sit.  From here, you can view a PDF of a letter and then set the one-off action to send to Client, Manager, Manager & ...

The Letter Control tab under Tax Admin is where the automation of letter sending is set. This needs to be done after the IRD Client List and XPM connections have been made but before activating the...

  This is where you can amend the email templates to be sent with certain letters to reflect your own brand and wording. There are 2 letter types which are sent to Clients from Letter Control;   I...

This is where you can add, remove or edit other practice users who manage tax letters.  Our definitions of users within the app are as follows;  Owner - the person who signed up, can't be deleted...