Settings
Manage your account, team, and integrations
Profile Information
Update your account details
Team Members
Manage who has access to RoboTax
| Member | Role | Status | Actions |
|---|---|---|---|
|
MF
Michael J. Furdock, J.D.
mike@robotax.app
|
Managing Partner | Active | |
|
RD
Russell Duza, MBA, MS
russell@robotax.app
|
Strategy & Intelligence | Active | |
|
MF
Mike Foglia, J.D.
foglia@robotax.app
|
Compliance Lead | Active | |
|
KN
Kris Nelson
kris@robotax.app
|
Tax Management Lead | Active |
Integrations
Connect external services
HubSpot
● Connected
Corvee
● Connected
Slack
Not connected
QuickBooks
Not connected
Notifications
Configure how you receive updates
Email Notifications
Receive email updates for important events
Client Activity Alerts
Get notified when clients take actions
Compliance Warnings
Alerts when compliance score changes
Marketing Updates
News and feature announcements