Tax admin –
The tax admin is the general day-to-day user. By admin, it’s more “administrative” and not “administrator”. These are generally older, predominantly women, relatively low technology exposure, etc. They’re used to Excel and other basic tools, and doing the same thing every day for years. They hate busy seasons (tax deadlines), because it means 80 hour weeks and endless stress.

Tax leaders – These are generally partners in the firm, or director level people. The tax admins generally report to them, and they’re focused more on growth of the firm, overall performance of the tax practice and other things

CIO – The C(Information)O is generally concerned with how well the solution performs for the firm, security and other things. They’ll likely need access to IT administrator tools in the platform, but won’t really care about the productivity tools and other things

CEO/Managing Partner – The CEO is largely focused on firm performance, so they’ll be interested in how well tax is performing overall, metrics, financial performance and other details. They won’t care about the day-to-day functions

Digilence customer support – This is a Diligence employee that needs access to all of the above, because they’ll be providing support for these user types

Digilence administrator – This is a Digilence employee that needs administrator-level access to perform security functions: Adding/removing accounts, updating configurations, etc.