Company users
As a company user, you manage your own tax compliance and corporate operations.Company roles
What company users can access
- Home dashboard — Overview of your entities, active services, and tasks
- Entities — Manage your legal entities and corporate structure
- Indirect tax — Registrations, filings, exemptions, calculations, transactions, and products
- Tax & reporting — Direct tax compliance, fiscal year management, and filing requirements
- Compliance calendar — All upcoming deadlines and compliance tasks
- Documents — Document storage, organization, and secure information requests
- Service requests — Request and track professional compliance services
- Integrations — Connect external data sources like Shopify, Xero, and QuickBooks
- Settings — Organization profile, team management, billing, and subscriptions
Advisor users
As an advisor user, you belong to an accounting or advisory firm that serves companies through Commenda. You access the Advisor Portal, which provides:- Clients — View and manage all client businesses in your portfolio
- Team members — Add team members and assign them to specific clients
- Services — Browse and offer marketplace services to clients
- Proposals — Create and manage service proposals for clients
- Alerts — Compliance and filing alerts across your entire client portfolio
- Payment management — Track payments and billing for client services
- Settings — Firm profile, team configuration, and preferences
Service provider users
As a service provider user, you belong to an agent firm that delivers specific services (incorporation, tax registration, registered agent, etc.) through the Commenda agent portal. You can:- Service request inbox — View and manage incoming compliance requests
- Client accounts — Access client data needed to complete service work
- Document templates — Standardized templates for compliance deliverables
- SLA management — Track service level agreements and deadlines
- Team management — Assign requests to team members and manage workload
- Tools — Use e-signatures, document templates, and other delivery tools
- Settings — Firm configuration and team preferences
Switching between views
If you have access to multiple roles (for example, you’re both a company user and part of an advisor firm), you can switch between views using the account switcher in the sidebar.Permissions and access
Your role determines which sections of the platform you can see and what actions you can take. Within each role, additional permission levels (such as admin access) control whether you can manage team members, modify organization settings, or perform other administrative tasks.Your role determines which sections of the platform — and which parts of this documentation — are most relevant to you. Look for role-specific guidance throughout the docs.