Step 1: Sign in to CloudTax EFILE
Log in to your CloudTax EFILE account using your credentials.
Step 2: Go to Settings
Look at the bottom left corner of the screen
Click on Settings
Step 3: Open the Team Section
Inside Settings, click on Team
You will see a list of all team members who have access to your EFILE account
Step 4: Manage the Team Member
Find the team member you want to update or remove
Click on the three dots beside their name
From here, you will see two options:
Rename team member
Revoke access
Step 5: Revoke Access
Click Revoke access
Confirm your choice
Once revoked, the team member will immediately lose access to your CloudTax EFILE account.